Texas Capital Bank Wealth Management Services Inc First Tr Ex Trd Viii Cboe Vest Transaction History
Texas Capital Bank Wealth Management Services Inc
- $960 Million
- Q2 2024
Shares
2 transactions
Others Institutions Holding DJUN
# of Institutions
88Shares Held
2.14MCall Options Held
0Put Options Held
0-
Kestra Advisory Services, LLC191KShares$8.18 Million0.04% of portfolio
-
Commonwealth Equity Services, LLC128KShares$5.49 Million0.01% of portfolio
-
Sequent Planning LLC Omaha, NE108KShares$4.65 Million1.52% of portfolio
-
Concurrent Investment Advisors, LLC Tampa, FL91.9KShares$3.94 Million0.12% of portfolio
-
Harbour Investments, Inc. Madison, WI80.9KShares$3.47 Million0.12% of portfolio