Corient Private Wealth LLC - 13F

Corient Private Wealth LLC 13F Portfolio Filings Most recent 13F Q2 2024. Location Miami, FL CIK 0001948780 Alternate names CI Private Wealth, LLC ... 13F-HR 8/13/2024: …


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Corient Private Wealth 13F Annual Report (2024) - Wallmine

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As of 6th August 2024, Corient Private Wealth’s top holding is 6,328,027 shares of Microsoft currently worth over $2.83 trillion and making up 4.9% of the portfolio value. Relative to the …

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Corient Private Wealth LLC Q2 2024 13F Top Portfolio Holdings

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May 9, 2024  · Corient Private Wealth LLC reported 2,316 holdings with total value $57.4 B as of Q2 2024. Top holdings included MSFT, AAPL, AMZN, COST, and NVDA. Corient Private …

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Diving Into A Detailed History: Corient Private Wealth LLC's …

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Corient Private Wealth LLC 13F Filings; Corient Private Wealth LLC. Fund Profile & Top 10 Positions; All 13Fs; AUM 56.2B ; CAGR in AUM (since 2022) 104.01% ; Top 10 Position Size …

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Corient Private Wealth 13F Annual Report (2023) – Wallmine.com

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Aug 10, 2023  · $43.2 trillion Assets Under Management (AUM) As of 3rd August 2023, Corient Private Wealth’s top holding is 11,581,201 shares of Apple Inc currently worth over $2.25 …

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Corient Private Wealth LLC Q1 2024 13F Top Portfolio Holdings

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May 9, 2024  · Corient Private Wealth LLC reported 2,276 holdings with total value $56.2 B as of Q1 2024. Top holdings included MSFT, AAPL, AMZN, COST, and NVDA. Corient Private …

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FAQs about Corient Private Wealth LLC - 13F Coupon?

Who is corient private wealth?

We have offices throughout the United States. As fiduciaries, we put our clients first. We focus on exceeding expectations, simplifying lives, and helping establish lasting legacies. © 2024 Corient Private Wealth LLC. All rights reserved. Contact one of our 236 partners to learn more about Corient. ...

How much money does corient manage?

Corient manages $185 billion in client assets. All data as of September 30, 2024. Client assets reflect the aggregate assets of Corient Holdings Inc. (“Holdings”), Corient Private Wealth LLC’s upstream US holding company. Client assets include all of the assets in which Holdings has a majority or minority investment. ...

Who owns corient wealth management?

The Canadian firm first entered the U.S. wealth management space in late 2019 by acquiring a 70% majority stake in the Phoenix-based Surevest Wealth Management. The Corient acquisition was assisted by Merchant Investment Management, which has been an equity investor in Corient since 2020. ...

Is corient private wealth protected by reCAPTCHA?

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply. We have offices throughout the United States. As fiduciaries, we put our clients first. We focus on exceeding expectations, simplifying lives, and helping establish lasting legacies. © 2024 Corient Private Wealth LLC. All rights reserved. ...

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