Segment Wealth Management, LLC

Q3 2024 13F Detailed Holdings

Location
Houston, TX
Holdings as of
9/30/2024
Value ($000)
$1,455,169
Num holdings
263
Date filed
10/22/2024
Form type
13F-HR
Prev filing
7/22/2024
Next filing
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) % Shares Principal Option Type Discretion Other Manager Sole Shared None