Portfolio Holdings & Fund Performance - Adero Partners LLC

List of top 200 securities held by Adero Partners LLC:

  1. Institutional investors with $100 million or more in holdings are required to report their portfolio holdings on a quarterly basis within 45 days of the end of a calendar quarter.
  2. The table below lists top 200 holdings for the reported quarter.
  3. Portfolio values with missing quarterly reports are assigned zero.
"Insiders might sell their shares for any number of reasons, but they buy them for only one: they think the price will rise"
- Peter Lynch
What is insider trading>>
Quarter: 2024Q1
Total Holdings: 202
Assets Under Management (AUM) :
$1,319,007,193 ($1.32B)
Reporting Manager: Susan Brodnick
Address:

5000 HOPYARD ROAD
SUITE 460
PLEASANTON, CA 94588

Since : total money flow = , gains and losses =

Select filters:

×

ERROR