Location
Dallas, TX
Holdings as of
3/31/2025
Value ($000)
$1,623,653
Num holdings
61
Date filed
4/24/2025
Form type
13F-HR
Prev filing
1/21/2025
Next filing
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

Other Managers

Num Name File Number
1 NEW YORK LIFE INVESTMENT MANAGEMENT LLC 028-06325
2 Citigroup Global Markets Inc. 028-00541