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 |
|---|---|---|---|---|---|---|---|---|---|
| NIKE INC | CL B | 51 | $6,145,664 | 64,272 | 0.00 | 0.00 | -13,591 | -17.46 | 09-30-2023 |
| MORGAN STANLEY | COM NEW | 52 | $5,645,613 | 69,127 | 0.00 | 69,127 | +Inf | 09-30-2023 | |
| NEXTERA ENERGY INC | COM | 53 | $5,271,271 | 92,010 | 0.00 | 0.00 | -26,280 | -22.22 | 09-30-2023 |
| ISHARES TR | MSCI EAFE ETF | 54 | $4,535,694 | 65,811 | 0.00 | 0.00 | 3,699 | 5.96 | 09-30-2023 |
