Segment Wealth Management, LLC
Holdings in UI
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,097,846 | 1,984 | Shares | Sole | 2026-01-29 |
| 2025-09-30 | $2,004,199 | 3,034 | Shares | Sole | 2025-10-20 |
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,097,846 | 1,984 | Shares | Sole | 2026-01-29 |
| 2025-09-30 | $2,004,199 | 3,034 | Shares | Sole | 2025-10-20 |