Segment Wealth Management, LLC

Q2 2021 13F Detailed Holdings

Location
Houston, TX
Holdings as of
6/30/2021
Value
$843M
Value excl. options
$842M
Num holdings
233
Date filed
7/19/2021
Form type
13F-HR
Prev filing
5/10/2021
Next filing
10/19/2021
SEC
View on sec.gov
Note
Holdings broken out by “other managers” reported in original SEC filing, see here for holdings aggregated across other managers
Sym Issuer Name Cl CUSIP Value ($000) % Excl. Options Shares Principal Option Type Discretion Other Manager Sole Shared None