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 |
|---|---|---|---|---|---|---|---|---|---|
| PFIZER INC | COM | 251 | $319,289 | 11,090 | 0.00 | 0.00 | -2,018 | -15.40 | 12-31-2023 |
| WELLTOWER INC | COM | 252 | $315,956 | 3,504 | 0.00 | 0.00 | 100 | 2.94 | 12-31-2023 |
| SCHWAB STRATEGIC TR | US SML CAP ETF | 253 | $315,611 | 6,681 | 0.00 | 0.00 | 55 | 0.83 | 12-31-2023 |
| EOG RES INC | COM | 254 | $310,479 | 2,567 | 0.00 | 0.00 | -2 | -0.08 | 12-31-2023 |
