Cerity Partners LLC Has $8.65 Million Stock Holdings in Phillips 66 ...

1 day ago · Cerity Partners LLC grew its stake in Phillips 66 (NYSE:PSX – Free Report) by …

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Cerity Partners LLC Has $8.65 Million Stock Holdings In Phillips 66 ...

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1 day ago · Cerity Partners LLC grew its stake in Phillips 66 (NYSE:PSX – Free Report) by …

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Cerity Partners LLC (New York) | Adviser Rankings - Wallmine

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Cerity Partners LLC is a large advisory firm based in New York. It manages $19.66 billion of …

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Cerity Partners LLC Has $8.65 Million Stock Holdings In Phillips 66 ...

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Bank Of Montreal Can Has $214.12 Million Stock Holdings In …

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2 days ago · Bank of Montreal Can raised its holdings in Phillips 66 (NYSE:PSX - Free Report) …

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FAQs about Cerity Partners LLC Has $8.65 Million Stock Holdings in Phillips 66 ... Coupon?

Does Cerity Partners own Phillips 66?

Cerity Partners LLC grew its stake in Phillips 66 (NYSE:PSX – Free Report) by 8.7% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 65,830 shares of the oil and gas company’s stock after acquiring an additional 5,255 shares during the period. ...

How much does Cerity Partners hold in 13F securities?

Their last reported 13F filing for Q3 2024 included $45,165,017,097 in managed 13F securities and a top 10 holdings concentration of 25.47%. Cerity Partners's largest holding is VANGUARD 500 INDEX FUND-ETF Shares with shares held of 3,474,212. Whalewisdom has at least 34 13F filings ...

What is Cerity Partners' largest holding?

Cerity Partners's largest holding is VANGUARD 500 INDEX FUND-ETF Shares with shares held of 3,474,212. Whalewisdom has at least 34 13F filings Cerity Partners offers a wide range of advisory services, including investment advisory, insurance planning and risk management, and tax services. ...

Where is Cerity Partners based?

Cerity Partners is based out of New York. Cerity Partners is a hedge fund with 16424 clients and discretionary assets under management (AUM) of $64,642,501,522 (Form ADV from 2024-09-17). Their last reported 13F filing for Q3 2024 included $45,165,017,097 in managed 13F securities and a top 10 holdings concentration of 25.47%. ...

How many clients does Cerity Partners serve?

Cerity Partners manages $80.6 billion and provides investment advisory services for 16,424 clients. This results in a 1:41 advisor/client ratio. ...

How much money does Cerity Partners advise?

Cerity Partners now advises on more than $40 billion in client assets. SAN FRANCISCO, NOVEMBER 23, 2021 — Cerity Partners, one of the nation’s premier independent wealth management firms, today announced it has merged with San Francisco-based Bingham, Osborn & Scarborough, LLC (B|O|S). ...