Sendero Wealth Management, LLC ETFs

Sendero Wealth Management, LLC

  • $627 Million
  • Q4 2024

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$31.1 Million 4.95% of portfolio
624,277
Q4 2024 Reduced 10.12%
$0
$27.2 Million 4.34% of portfolio
211,372
Q4 2024 Reduced 11.01%
$0
$14.1 Million 2.25% of portfolio
26,218
Q4 2024 Added 2.38%
$0
$8.23 Million 1.31% of portfolio
301,260
Q4 2024 Added 239.8%
$0
$3.82 Million 0.61% of portfolio
9,523
Q4 2024 Reduced 0.46%
$0
$3.26 Million 0.52% of portfolio
14,021
Q2 2023 New
$98B
$3.22 Million 0.51% of portfolio
13,311
Q2 2024 Reduced 4.43%
$0
$2.83 Million 0.45% of portfolio
15,309
Q4 2024 Added 168.91%
$0
$1.77 Million 0.28% of portfolio
23,375
Q2 2024 Reduced 5.11%
$0
$1.65 Million 0.26% of portfolio
16,294
Q4 2024 Added 31.85%
$0
$1.2 Million 0.19% of portfolio
6,277
Q4 2024 Added 26.22%
$0
$1.03 Million 0.16% of portfolio
1,753
Q3 2024 Reduced 4.1%
$0
$858,000 0.14% of portfolio
3,185
Q4 2024 New
$0
$653,000 0.1% of portfolio
5,670
Q4 2024 Reduced 1.12%
$0
$396,000 0.06% of portfolio
6,725
Q3 2024 New
$0
$382,000 0.06% of portfolio
7,994
Q4 2024 New
$0
$331,000 0.05% of portfolio
12,800
Q4 2024 Added 100.0%
$0
$301,000 0.05% of portfolio
3,988
Q1 2023 Reduced 39.57%
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