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Company Main View
Name:
Sendero Wealth Management LLC
City:
SAN ANTONIO
State:
TX
Zip:
78209
Achive data
View Filing Period:
Current Quarter
2023-12-31
2023-09-30
2023-06-30
2023-03-31
2022-12-31
2022-09-30
2022-06-30
2021-12-31
Portfolio Summary
View Filing
Filing Report Date :
2024-03-31
Total Value :
$581,690,000
Total Value Change :
$51,198,000
Securities Held Change :
9
All Securities Held :
156
New Positions
:
10
Closed Positions
:
3
Increased Positions
:
40
Unchanged Positions
:
52
Decreased Positions
:
54
Download
Free Registration Required For Full Results
Holdings Found :
3
View All Holdings
Currently Viewing:
Closed Positions
Page 1 of 1
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Ticker
Company Name
Position
Rank
New/Closed
Postion
Last
Close
Value
Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
% of Company
Industry
HHH
Howard Hughes Corp
158
Closed
$67.64
$0
0
0%
-213,000
-2,490
0
REIT - Diversified
TMO
Thermo Fisher Scientific
157
Closed
$597.15
$0
0
0%
-1,089,000
-2,052
0
Medical Laboratories ...
LIN
Linde Plc
156
Closed
$429.69
$0
0
0%
-1,959,000
-4,770
0
N/A
3
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
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