Segment Wealth Management, LLC

Q2 2023 13F Detailed Holdings

Location
Houston, TX
Holdings as of
6/30/2023
Value ($000)
$972,408
Num holdings
213
Date filed
8/22/2023
Form type
13F-HR/A - RESTATEMENT
Prev filing
4/19/2023
Next filing
10/24/2023
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) % Shares Principal Option Type Discretion Other Manager Sole Shared None