LBJ Family Wealth Advisors, Ltd. (0001601622) Files 13F-HR Report with SEC
In a recent 13F-HR filing, LBJ Family Wealth Advisors, Ltd. disclosed its holdings as of the reporting period. The SEC filing is significant as it provides investors and the public with insight into the investment decisions made by the company. The filing details the firm’s portfolio of assets, including stocks, options, and other securities, giving an overview of their investment strategy and positioning in the market.
LBJ Family Wealth Advisors, Ltd. is a wealth management firm that focuses on providing financial planning and investment services to high-net-worth individuals and families. With a commitment to personalized service and tailored investment solutions, the company aims to help clients achieve their financial goals. For more information about LBJ Family Wealth Advisors, Ltd., you can visit their website here.
The 13F-HR form is a quarterly report filed by institutional investment managers with at least $100 million in assets under management. It discloses their equity holdings, providing transparency into their investment decisions. The information in the filing includes the names of the securities owned, the number of shares held, and the total value of the holdings, offering valuable insights for investors and market analysts.
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LBJ Family Wealth Advisors, Ltd. (0001601622) Files 13F-HR Form with SEC