Sendero Wealth Management, LLC Utilities Sector Spdr Transaction History

Sendero Wealth Management, LLC

  • $627 Million
  • Q4 2024

A detailed history of Sendero Wealth Management, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Sendero Wealth Management, LLC holds 23,375 shares of XLU stock, worth $1.86 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares
23,375
Previous 23,375 -0.0%
Holding current value
$1.86 Million
Previous $1.89 Million 6.3%
% of portfolio
0.28%
Previous 0.31%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 12, 2024
SELL
$62.77 - $72.87 $78,964 - $91,670
-1,258 Reduced 5.11%
23,375 $1.59 Million
Q2 2023

Jul 20, 2023
BUY
$64.34 - $69.97 $1.58 Million - $1.72 Million
24,633 New
24,633 $1.61 Million

Others Institutions Holding XLU

# of Institutions
1,480
Shares Held
163M
Call Options Held
13.1M
Put Options Held
41.1M
View Full List

About UTILITIES SECTOR SPDR

XLU Quotes by TradingView
  • Ticker XLU
  • Sector ETFs
  • Industry ETFs
More about XLU
Track This Portfolio

Track Sendero Wealth Management, LLC Portfolio

Follow Sendero Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sendero Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sendero Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email