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  Name: Sendero Wealth Management LLC
  City: SAN ANTONIO
  State: TX
  Zip: 78209
   
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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

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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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)1 Year Chart         HHH Howard Hughes Corp 158 Closed $67.64 $0 0 0% -213,000 -2,490 0    REIT - Diversified
   (TMO)1 Year Chart         TMO Thermo Fisher Scientific 157 Closed $597.15 $0 0 0% -1,089,000 -2,052 0    Medical Laboratories ...
   (LIN)1 Year Chart         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
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