Tolleson Wealth Management, Inc.
Holdings in BKT
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $314,474 | 28,485 | Shares | Defined | 2026-02-17 |
| 2025-09-30 | $320,171 | 28,485 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $334,698 | 28,485 | Shares | Defined | 2025-08-28 |
| 2025-03-31 | $337,547 | 28,485 | Shares | Defined | 2025-08-28 |
| 2024-12-31 | $328,147 | 28,485 | Shares | Defined | 2025-02-14 |
| 2024-09-30 | $354,068 | 28,485 | Shares | Defined | 2024-11-14 |
| 2024-06-30 | $352,269 | 29,528 | Shares | Defined | 2024-08-14 |
| 2024-03-31 | $354,096 | 29,756 | Shares | Defined | 2024-05-15 |
| 2023-12-31 | $362,428 | 29,756 | Shares | Defined | 2024-02-14 |