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Segment Wealth Management, LLC
Portfolio value
Segment Wealth Management, LLC portfolio value
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$983,764,415
is the total value of the holdings Segment Wealth Management, LLC reported in Q3 2023.
Holdings
Activity
History
Value
Filings
$983,764,415
Q3 2023
$972,407,788
Q2 2023
$884,004,045
Q1 2023
$863,775,981
Q4 2022
$800,909,000
Q3 2022
$787,840,000
Q2 2022
$970,430,000
Q1 2022
$953,414,000
Q4 2021
$842,566,000
Q3 2021
$842,660,000
Q2 2021
$754,042,000
Q1 2021
$692,702,000
Q4 2020
$615,769,000
Q3 2020
$540,818,000
Q2 2020
$448,844,000
Q1 2020
$592,187,000
Q4 2019
$511,135,000
Q3 2019
$491,592,000
Q2 2019
$472,074,000
Q1 2019
$396,409,000
Q4 2018
$458,993,000
Q3 2018
$423,956,000
Q2 2018
$402,125,000
Q1 2018
$413,723,000
Q4 2017
$376,966,000
Q3 2017
$363,086,000
Q2 2017
$306,864,000
Q1 2017
$272,564,000
Q4 2016
$254,060,000
Q3 2016
$242,269,000
Q2 2016
$267,861,000
Q1 2016
$263,775,000
Q4 2015
$261,584,000
Q3 2015
$288,007,000
Q2 2015
$299,324,000
Q1 2015
$260,665,000
Q4 2014
$261,764,000
Q3 2014
$258,294,000
Q2 2014
$215,075,000
Q1 2014
$202,743,000
Q4 2013
$183,680,000
Q3 2013
$167,134,000
Q2 2013