Sendero Wealth Management LLC Sells 940 Shares of Carlisle

1 day ago · Sendero Wealth Management LLC cut its holdings in Carlisle Companies Incorporated (NYSE:CSL - Free Report) by 43.2% in the fourth quarter, according to the …

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Sendero Wealth Management LLC Sells 940 Shares Of Carlisle

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1 day ago · Sendero Wealth Management LLC cut its holdings in Carlisle Companies Incorporated (NYSE:CSL - Free Report) by 43.2% in the fourth quarter, according to the …

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Carlisle Companies Shares Owned By Sendero Wealth …

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Quarter filed Position value Share count Share price at filing; 2024-06-30 $881k : 2.2k : 405.21 : 2024-03-31 $852k : 2.2k

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SENDERO WEALTH MANAGEMENT, LLC - WhaleWisdom.com

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Sendero Wealth Management is a large advisory firm with 325 clients and discretionary assets under management (AUM) of $1,070,823,517 (Form ADV from 2024-04-02). Their last …

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Sendero Wealth Management, LLC Q4 2024 13F Top Portfolio …

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Oct 9, 2024 · Sendero Wealth Management, LLC reported 161 holdings with total value $671 M as of Q4 2024. Top holdings included VTI, GNR, ITOT, GOOGL, and AMZN. Sendero Wealth …

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Sendero Wealth Management LLC Acquires 9,080 Shares Of …

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Oct 10, 2024 · Sendero Wealth Management LLC grew its holdings in Centene Co. (NYSE:CNC – Free Report) by 17.0% in the 3rd quarter, according to the company in its most recent 13F …

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Abbott Laboratories (NYSE:ABT) Stock Holdings Reduced By …

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Dec 6, 2024 · Finally, Sendero Wealth Management LLC raised its holdings in Abbott Laboratories by 2.5% in the 2nd quarter. Sendero Wealth Management LLC now owns 8,358 …

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Capital One Financial Co. (NYSE:COF) Shares Bought By Sendero …

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Oct 11, 2024 · Sendero Wealth Management LLC grew its holdings in Capital One Financial Co. (NYSE:COF – Free Report) by 8.3% in the third quarter, according to its most recent …

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Asset Management One Co. Ltd. Acquires 106 Shares Of Carlisle …

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Nov 8, 2024 · Asset Management One Co. Ltd. grew its holdings in Carlisle Companies Incorporated (NYSE:CSL – Free Report) by 0.5% during the 3rd quarter, according to the …

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FAQs about Sendero Wealth Management LLC Sells 940 Shares of Carlisle Coupon?

Who is Sendero wealth management?

Founded in 2008, Sendero Wealth Management is a private, boutique San Antonio-based wealth management firm with deep family values and a passion for personalized service. This fee-only San Antonio wealth advisor generally focuses on clients with $5,000,000 or more in investable assets. ...

Does asset management one own Carlisle Companies Incorporated (CSL)?

Asset Management One Co. Ltd. grew its holdings in Carlisle Companies Incorporated (NYSE:CSL – Free Report) by 0.5% during the 3rd quarter, according to the company in its most recent filing with the SEC. The fund owned 19,583 shares of the conglomerate’s stock after purchasing an additional 106 shares during the period. ...

Who bought Carlisle Companies?

ORG Wealth Partners LLC bought a new position in shares of Carlisle Companies in the 3rd quarter valued at $32,000. Thurston Springer Miller Herd & Titak Inc. bought a new stake in Carlisle Companies during the 2nd quarter worth $32,000. ORG Partners LLC bought a new stake in Carlisle Companies during the 2nd quarter worth $31,000. ...