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 |
|---|---|---|---|---|---|---|---|---|---|
| EQUIFAX INC | COM | 201 | $340,820 | 1,274 | 0.00 | 0.00 | -96 | -7.01 | 03-31-2024 |
| SELECT SECTOR SPDR TR | SBI HEALTHCARE | 202 | $340,518 | 2,305 | 0.00 | 0.00 | -12,155 | -84.06 | 03-31-2024 |
| KINDER MORGAN INC DEL | COM | Liquidated | $0 | 0 | 0.00 | 20,473 | +Inf | 03-31-2024 | |
| CHEVRON CORP NEW | COM | 204 | $337,708 | 2,141 | 0.00 | 0.00 | -87 | -3.90 | 03-31-2024 |
