Segment Wealth Management, LLC

Q4 2021 13F Detailed Holdings

Location
Houston, TX
Holdings as of
12/31/2021
Value
$953M
Value excl. options
$953M
Num holdings
257
Date filed
1/24/2022
Form type
13F-HR
Prev filing
10/19/2021
Next filing
4/25/2022
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