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Company Main View
Name:
LBJ Family Wealth Advisors Ltd.
City:
AUSTIN
State:
TX
Zip:
78701
Achive data
View Filing Period:
Current Quarter
2023-12-31
2023-09-30
2023-06-30
2023-03-31
2022-12-31
2022-09-30
2022-06-30
2022-03-31
2021-12-31
2021-09-30
2021-06-30
2021-03-31
2020-12-31
2020-09-30
2020-06-30
2020-03-31
2019-12-31
2019-09-30
2019-06-30
2019-03-31
2018-12-31
2018-09-30
2018-06-30
2018-03-31
2017-12-31
2017-09-30
2017-06-30
2017-03-31
2016-12-31
2016-09-30
2016-06-30
2016-03-31
2015-12-31
2015-09-30
2015-06-30
2015-03-31
2014-12-31
2013-12-31
Portfolio Summary
View Filing
Filing Report Date :
2024-03-31
Total Value :
$157,409,000
Total Value Change :
$12,844,000
Securities Held Change :
0
All Securities Held :
23
New Positions
:
0
Closed Positions
:
0
Increased Positions
:
16
Unchanged Positions
:
5
Decreased Positions
:
2
Download
Free Registration Required For Full Results
Holdings Found :
2
View All Holdings
Currently Viewing:
Decreased Positions
Page 1 of 1
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Ticker
Company Name
Position
Rank
New/Closed
Postion
Last
Close
Value
Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
% of Company
Industry
EFA
iShares TR MSCI EAFE Indx FD
7
-
$81.05
$7,546,000
94,494
4.79%
355,000
-946
0.013
Closed - End Fund - E...
TCBI
Texas Capital Bancshares Inc
17
-
$59.46
$1,168,000
18,982
0.74%
-69,000
-161
0.038
Domestic Regional Banks
2
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
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