Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC | 05-13-2024 | 03-31-2024 | 205 | 910,363,029 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | SHRT NAT MUN ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | -3,901 | -29.12 | 03-31-2024 |
| VANGUARD INDEX FDS | VALUE ETF | 102 | $971,429 | 5,965 | 0.00 | 0.00 | 224 | 3.90 | 03-31-2024 |
| BLACK STONE MINERALS L P | COM UNIT | 103 | $958,800 | 60,000 | 0.00 | 60,000 | +Inf | 03-31-2024 | |
| PROCTER AND GAMBLE CO | COM | 104 | $930,207 | 5,733 | 0.00 | 0.00 | 159 | 2.85 | 03-31-2024 |
