Segment Wealth Management, LLC

Q2 2024 13F Detailed Holdings

Location
Houston, TX
Holdings as of
6/30/2024
Value ($000)
$1,355,440
Num holdings
259
Date filed
7/22/2024
Form type
13F-HR
Prev filing
4/24/2024
Next filing
10/22/2024
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