Linscomb Wealth Inc. Has $3.60 Million Holdings in Pimco

Nov 15, 2024  · Linscomb Wealth Inc. lifted its stake in shares of Pimco Total Return ETF (NYSEARCA:BOND – Free Report) by 16.2% in the 3rd quarter, Holdings Channel reports. The institutional investor owned 38,048 shares of the exchange traded fund’s stock after …


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Linscomb Wealth Inc. Has $3.60 Million Holdings In Pimco

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Nov 15, 2024  · Linscomb Wealth Inc. lifted its stake in shares of Pimco Total Return ETF (NYSEARCA:BOND – Free Report) by 16.2% in the 3rd quarter, Holdings Channel reports. The institutional investor owned 38,048 shares of the exchange traded fund’s stock after …

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Linscomb Wealth, Inc. Current Portfolio, 13F Holdings (2024

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Past Performances and the history of Asset Under Management Linscomb Wealth, Inc. Current Holdings: 288Stocks(6 new) Top holdings: VEA(10.23%) IVV(9.23%) IJH(4.80%) DON(4.72%) …

gurufocus.com

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Linscomb Wealth, Inc. 13F Filings - Sensamarket.com

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Linscomb Wealth, Inc. reported 288 holdings with total value $2.02B as of Q3 2024. Top holdings included VANGUARD TAX-MANAGED FDS, IVV, IJH, DON

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LINSCOMB WEALTH, INC. Top 13F Holdings - WhaleWisdom.com

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Linscomb Wealth is based out of Houston. Linscomb Wealth is a large advisory firm with 1758 clients and discretionary assets under management (AUM) of $4,285,540,318 (Form ADV …

whalewisdom.com

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Linscomb Wealth, Inc. 13F Filings

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May 14, 2024  · Linscomb Wealth, Inc. reported 288 holdings with total value $2.02 B as of Q3 2024. Top holdings included VEA, IVV, IJH, DON, and EFA. Linscomb Wealth, Inc. 13F …

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Linscomb Wealth Inc. Has $3.40 Million Holdings In Texas …

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Nov 15, 2024  · Linscomb Wealth Inc. lowered its stake in shares of Texas Instruments Incorporated (NASDAQ:TXN - Free Report) by 69.1% during the 3rd quarter, according to the …

marketbeat.com

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Linscomb Wealth Inc. Trims Stock Position In Amazon.com, Inc.

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Dec 27, 2024  · Linscomb Wealth Inc.’s holdings in Amazon.com were worth $15,568,000 at the end of the most recent quarter. Other institutional investors also recently bought and sold …

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Linscomb Wealth Inc. Sells 8,290 Shares Of International Business ...

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Nov 15, 2024  · Linscomb Wealth Inc. decreased its holdings in shares of International Business Machines Co. (NYSE:IBM - Free Report) by 42.3% in the 3rd quarter, according to its most …

marketbeat.com

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Linscomb Wealth Inc. Reduces Position In The TJX Companies

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Nov 16, 2024  · The company has a debt-to-equity ratio of 0.37, a quick ratio of 0.60 and a current ratio of 1.21. The stock has a 50 day moving average price of $116.33 and a 200-day moving …

marketbeat.com

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Linscomb Wealth Inc. Has $2.82 Million Holdings In Vanguard …

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Nov 15, 2024  · Linscomb Wealth Inc. cut its holdings in Vanguard Dividend Appreciation ETF (NYSEARCA:VIG – Free Report) by 0.9% during the 3rd quarter, HoldingsChannel reports. …

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NIKE, Inc. (NYSE:NKE) Shares Acquired By Linscomb Wealth Inc.

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Nov 15, 2024  · Linscomb Wealth Inc. boosted its holdings in NIKE, Inc. (NYSE:NKE - Free Report) by 2,163.2% in the third quarter, according to the company in its most recent Form …

marketbeat.com

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Linscomb Wealth Inc. Sells 3,348 Shares Of Alphabet Inc

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Nov 15, 2024  · Linscomb Wealth Inc. lowered its holdings in shares of Alphabet Inc. (NASDAQ:GOOG - Free Report) by 5.7% in the third quarter, according to the company in its …

marketbeat.com

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Best Companies To Work For In North Bergen, NJ In 2024 - Zippia

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The best companies to work for in North Bergen, NJ, in 2024 are LCI Holdings, Inc, Palisades Medical Center, National Retail Systems, Inc. and more. ... (US Dollars) US$5,880 million for …

zippia.com

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Linscomb Wealth Inc. Raises Holdings In Broadcom Inc

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Nov 19, 2024  · Linscomb Wealth Inc. raised its holdings in shares of Broadcom Inc. (NASDAQ:AVGO - Free Report) by 859.2% during the third quarter, according to the company …

marketbeat.com

FAQs about Linscomb Wealth Inc. Has $3.60 Million Holdings in Pimco Coupon?

Where is linscomb & Williams based?

Linscomb & Williams is based out of Houston. Linscomb & Williams is a large advisory firm with 1898 clients and discretionary assets under management (AUM) of $4,255,388,986 (Form ADV from 2023-09-06). Their last reported 13F filing for Q3 2023 included $1,709,561,713 in managed 13F securities and a top 10 holdings concentration of 47.32%. ...

What is Linscomb Wealth?

Linscomb Wealth, Inc. is a wealth management firm that was formerly known as Linscomb & Williams, Inc. It is a Cadence Bank (NYSE: CADE) subsidiary and has been a trusted name in wealth management since 1971. The firm recently announced a new name as part of a firm-wide rebrand. ...

How much assets does Linscomb & Williams manage?

Linscomb & Williams manages $4.3 billion in assets. While they advise clients across a variety of portfolio sizes, the average client balance is currently $2.2 million. ...

What is linscomb & Williams's largest holding?

Linscomb & Williams's largest holding is Vanguard Developed Markets Index Fund-ETF Shares with shares held of 3,934,737. Whalewisdom has at least 76 13F filings ...

Does linscomb wealth offer investment advisory services?

Investment advisory services are offered through Linscomb Wealth, a registered investment adviser, previously operating as Linscomb & Williams, Inc., with the U.S. Securities & Exchange Commission. Registration does not imply a certain level of skill or training. Investment concepts and products involve risk. ...

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