Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC | 11-14-2023 | 09-30-2023 | 217 | 791,879,582 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| AT&T INC | COM | 151 | $518,190 | 34,500 | 0.00 | 0.00 | -16,273 | -32.05 | 09-30-2023 |
| DOLLAR GEN CORP NEW | COM | 152 | $513,305 | 34,839 | 0.00 | 0.00 | -5,728 | -14.12 | 09-30-2023 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 153 | $506,884 | 1,447 | 0.00 | 0.00 | -159 | -9.90 | 09-30-2023 |
| DOCUSIGN INC | COM | 154 | $504,000 | 12,000 | 0.00 | 0.00 | 2,000 | 20.00 | 09-30-2023 |
