Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SFMG LLC | 01-30-2024 | 12-31-2023 | 271 | 1,079,218,534 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SOUTHERN CO | COM | 201 | $432,758 | 6,172 | 0.00 | 0.00 | -117 | -1.86 | 12-31-2023 |
| ISHARES TR | RUS MID CAP ETF | 202 | $429,691 | 5,528 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 203 | $425,057 | 2,694 | 0.00 | 0.00 | -202 | -6.98 | 12-31-2023 |
| ENERGY TRANSFER L P | COM UT LTD PTN | 204 | $424,097 | 30,732 | 0.00 | 0.00 | 4,482 | 17.07 | 12-31-2023 |
