Linscomb Wealth Inc. Lowers Holdings in The Coca-Cola

Nov 16, 2024  · Linscomb Wealth Inc. reduced its holdings in shares of The Coca-Cola Company (NYSE:KO – Free Report) by 2.7% during the 3rd quarter, according to the company in its …


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Linscomb Wealth Inc. Lowers Holdings In The Coca-Cola

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Nov 16, 2024  · Linscomb Wealth Inc. reduced its holdings in shares of The Coca-Cola Company (NYSE:KO – Free Report) by 2.7% during the 3rd quarter, according to the company in its …

techdows.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 …

13f.info

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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

sensamarket.com

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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. Q3 2024 13F Top Portfolio Holdings

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Aug 7, 2024  · Top holdings included VEA, IVV, IJH, DON, and EFA. Linscomb Wealth, Inc. Q3 2024 13F Holdings Location Houston, TX Holdings as of 9/30/2024 Value ($000) $2,017,052 …

13f.info

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M&T Bank Corp Sells 192,527 Shares Of The Coca-Cola Company …

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Dec 21, 2024  · M&T Bank Corp trimmed its holdings in shares of The Coca-Cola Company (NYSE:KO - Free Report) by 10.4% in the 3rd quarter, according to the company in its most …

marketbeat.com

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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. Lowers Stock Holdings In RTX Co. (NYSE:RTX)

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Nov 15, 2024  · The firm owned 104,837 shares of the company’s stock after selling 4,137 shares during the period. RTX accounts for 0.6% of Linscomb Wealth Inc.’s investment portfolio, …

mayfieldrecorder.com

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Country Club Bank Has $3.22 Million Holdings In The Coca-Cola …

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Oct 26, 2024  · Country Club Bank lessened its stake in shares of The Coca-Cola Company (NYSE:KO – Free Report) by 2.1% in the 3rd quarter, according to the company in its most …

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

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Nov 15, 2024  · Linscomb Wealth Inc. lifted its holdings in shares of NIKE, Inc. (NYSE:NKE - Free Report) by 2,163.2% in the third quarter, according to its most recent filing with the SEC. The …

marketbeat.com

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Linscomb Wealth Inc. Lowers Position In Alphabet Inc.

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Nov 30, 2024  · Linscomb Wealth Inc. lessened its holdings in Alphabet Inc. (NASDAQ:GOOGL – Free Report) by 5.0% during the third quarter, according to its most recent disclosure with the …

etfdailynews.com

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NJ's Wealthiest Counties Include Morris, Bergen, Hunterdon, More

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Nov 29, 2024  · Despite edging Morris in median income at $131,948, it has lower investment income ($80,534) and slightly more affordable homes ($621,343). Hunterdon, the third-ranked …

northjersey.com

FAQs about Linscomb Wealth Inc. Lowers Holdings in The Coca-Cola 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 & 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 own alphabet?

Linscomb Wealth Inc.’s holdings in Alphabet were worth $8,918,000 as of its most recent SEC filing. A number of other institutional investors and hedge funds also recently made changes to their positions in GOOGL. China Universal Asset Management Co. Ltd. lifted its stake in Alphabet by 70.6% during the first quarter. ...

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