Texas Capital Bank Wealth Management Services Inc Ishares Tr Core Moderate Alloc Transaction History

Texas Capital Bank Wealth Management Services Inc

$1.02 Billion
Q3 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2021 May 06, 2021	SELL	$42.87 - $44.08 $1.08 Million - $1.11 Million	-25,174 Closed	0 $0
Q3 2020 Nov 06, 2020	SELL	$39.91 - $42.11 $290,385 - $306,392	-7,276 Reduced 22.42%	25,174 $1.03 Million
Q4 2019 Feb 13, 2020	BUY	$38.71 - $40.3 $1.26 Million - $1.31 Million	32,450 New	32,450 $1.3 Million

Others Institutions Holding AOM

# of Institutions

257

Shares Held

11.4M

Call Options Held

Put Options Held

Black Rock Inc. New York, NY

2.73M
Shares

$120 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

939K
Shares

$41.4 Million
0.02% of portfolio
Foundations Investment Advisors, LLC

357K
Shares

$15.7 Million
0.32% of portfolio
Morgan Stanley New York, NY

355K
Shares

$15.6 Million
0.0% of portfolio
Royal Bank Of Canada Toronto, A6

291K
Shares

$12.8 Million
0.0% of portfolio

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