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 |
|---|---|---|---|---|---|---|---|---|---|
| WELLS FARGO CO NEW | COM | 251 | $232,330 | 5,686 | 0.00 | 0.00 | -19,618 | -77.53 | 09-30-2023 |
| KB HOME | COM | 252 | $231,400 | 5,000 | 0.00 | 5,000 | +Inf | 09-30-2023 | |
| ADVANCED MICRO DEVICES INC | COM | 253 | $229,597 | 2,233 | 0.00 | 0.00 | 5 | 0.22 | 09-30-2023 |
| VALERO ENERGY CORP | COM | 254 | $228,176 | 1,610 | 0.00 | 1,610 | +Inf | 09-30-2023 |
