Tolleson Wealth Management, Inc. IBIT Holdings History
Tolleson Wealth Management, Inc.'s ISHARES BITCOIN TR Holding Summary
As of 2025-03-31, Tolleson Wealth Management, Inc. held - shares of ISHARES BITCOIN TR(IBIT), totaling N/A. This investment constitutes 0% of their stock portfolio, and Tolleson Wealth Management, Inc. now holds 0% of the outstanding ISHARES BITCOIN TR(IBIT) stock.
The initial trade took place in 2024Q4. And since then Tolleson Wealth Management, Inc. has made 1 purchases of IBIT, at an average price of $47.41, for a total of 21,575.00 shares. In addition, there have been 1 sales at an average price of $52.94 for 21,575.00 shares. Based on historical transaction data and IBIT's current price of $68.45, Tolleson Wealth Management, Inc.'s estimated gain on his IBIT holdings is $119,309.75, reflecting a 11.66% gain to date.
Tolleson Wealth Management, Inc. IBIT ($68.45) Holding Chart
Tolleson Wealth Management, Inc. IBIT ($68.45) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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