Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SFMG LLC | 05-07-2024 | 03-31-2024 | 283 | 1,163,245,013 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| INNOVATOR ETFS TRUST | US EQTY PWR BUF | 101 | $1,564,875 | 44,019 | 0.00 | 0.00 | -13,011 | -22.81 | 03-31-2024 |
| INNOVATOR ETFS TRUST | US EQUITY ACCELE | 102 | $1,536,544 | 49,154 | 0.00 | 0.00 | -3,635 | -6.89 | 03-31-2024 |
| MCDONALDS CORP | COM | 103 | $1,475,137 | 5,232 | 0.00 | 0.00 | 51 | 0.98 | 03-31-2024 |
| LOWES COS INC | COM | 104 | $1,432,404 | 5,623 | 0.00 | 0.00 | -34 | -0.60 | 03-31-2024 |
