Texas Capital Bank Wealth Management Services Inc First Tr Ex Trd Viii Cboe Vest Transaction History
Texas Capital Bank Wealth Management Services Inc
- $1.02 Billion
- Q3 2024
Shares
2 transactions
Others Institutions Holding DJUN
# of Institutions
98Shares Held
2.24MCall Options Held
0Put Options Held
0-
Kestra Advisory Services, LLC190KShares$8.25 Million0.05% of portfolio
-
Commonwealth Equity Services, LLC128KShares$5.55 Million0.01% of portfolio
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Sequent Planning LLC Omaha, NE102KShares$4.45 Million1.5% of portfolio
-
Concurrent Investment Advisors, LLC Tampa, FL91.9KShares$3.99 Million0.12% of portfolio
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Signal Advisors Wealth, LLC Detroit, MI72.5KShares$3.15 Million0.44% of portfolio