Sendero Wealth Management, Llc 13F Filings - sensamarket.com

Sendero Wealth Management, Llc 13F Filings - Sensamarket.com

1 week from now

Sendero Wealth Management, Llc reported 156 holdings with total value $634.27M as of Q3 2024. Top holdings included VTI, GNR, ITOT, GOOGL. ... Sendero Wealth Management, LLC …

sensamarket.com

Sendero Wealth Management, LLC 13F Filings

1 week from now

Sendero Wealth Management, LLC 13F Portfolio Filings Most recent 13F Q3 2024. Location San Antonio, TX CIK 0001639375 ... Quarter Holdings Value ($000) Top Holdings Form Type Date …

13f.info

SENDERO WEALTH MANAGEMENT, LLC Top 13F Holdings

1 week from now

Sendero Wealth Management is a large advisory firm with 325 clients and discretionary assets under management (AUM) of $1,070,823,517 (Form ADV from 2024-04-02). Their last …

whalewisdom.com

Sendero Wealth Management, LLC Q4 2024 13F Top Portfolio …

1 week from now

Oct 9, 2024  · Sendero Wealth Management, LLC reported 161 holdings with total value $671 M as of Q4 2024. ... Sendero Wealth Management, LLC Q4 2024 13F Holdings Location San …

13f.info

Sendero Wealth Management LLC Cuts Holdings In Salesforce

1 week from now

1 day ago  · Sendero Wealth Management LLC trimmed its holdings in shares of Salesforce, Inc. (NYSE:CRM - Free Report) by 38.7% during the fourth quarter, according to its most recent …

marketbeat.com

Sendero Wealth Management LLC Has $2.08 Million Stock

1 week from now

1 day ago  · Sendero Wealth Management LLC lessened its stake in Adobe Inc. (NASDAQ:ADBE - Free Report) by 18.8% in the 4th quarter, according to its most recent 13F filing with the …

marketbeat.com

Sendero Wealth Management, LLC Q2 2024 13F Top Portfolio …

1 week from now

Sendero Wealth Management, LLC reported 155 holdings with total value $594 M as of Q2 2024. ... Location San Antonio, TX Holdings as of 6/30/2024 Value ($000) $594,344 Num holdings …

13f.info

Sendero Wealth Management LLC Buys 9,153 Shares Of IQVIA

1 week from now

1 day ago  · Sendero Wealth Management LLC grew its stake in shares of IQVIA Holdings Inc. (NYSE:IQV - Free Report) by 25.4% during the fourth quarter, according to the company in its …

marketbeat.com

Sendero Wealth Management LLC Grows Position In Dynatrace

1 week from now

1 day ago  · Sendero Wealth Management LLC grew its position in shares of Dynatrace, Inc. (NYSE:DT - Free Report) by 65.0% during the 4th quarter, according to its most recent 13F …

marketbeat.com

Sendero Wealth Management, LLC Q1 2024 13F Top Portfolio …

1 week from now

Sendero Wealth Management, LLC reported 156 holdings with total value $582 M as of Q1 2024. ... Location San Antonio, TX Holdings as of 3/31/2024 Value ($000) $581,697 Num holdings …

13f.info

Top 10 Financial Advisors In New Jersey | SmartAsset.com

1 week from now

Circle Wealth Management, LLC Find an Advisor. Read Review. $10,174,361,288: $30,000,000: Financial planning; Portfolio management; ... All information is obtained through public records …

smartasset.com

Sendero Wealth Management, LLC Q3 2024 13F Top Portfolio …

1 week from now

Sendero Wealth Management, LLC reported 156 holdings with total value $634 M as of Q3 2024. ... Location San Antonio, TX Holdings as of 9/30/2024 Value ($000) $634,267 Num holdings …

13f.info

Sendero Wealth Management LLC Raises Stock Holdings In

1 week from now

1 day ago  · Sendero Wealth Management LLC lifted its stake in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD - Free Report) by 24.8% in the fourth quarter, according to its …

marketbeat.com

Sendero Wealth Management, LLC Q1 2023 13F Top Portfolio …

1 week from now

Apr 27, 2023  · Sendero Wealth Management, LLC Q1 2023 13F Holdings Location San Antonio, TX Holdings as of 3/31/2023 Value ($000) $326,522 Num holdings 101 Date filed 4/27/2023 …

13f.info

Sendero Wealth Management LLC Has $4.86 Million Position

1 week from now

1 day ago  · Sendero Wealth Management LLC cut its holdings in Intuit Inc. (NASDAQ:INTU - Free Report) by 7.4% during the 4th quarter, according to its most recent disclosure with the …

marketbeat.com

Sendero Wealth Management LLC Has $1.59 Million Stock

1 week from now

1 day ago  · Sendero Wealth Management LLC boosted its position in shares of Comcast Co. (NASDAQ:CMCSA - Free Report) by 49.3% in the fourth quarter, according to the company in …

marketbeat.com

Meta Platforms, Inc. (NASDAQ:META) Shares Purchased By …

1 week from now

19 hours ago  · Sendero Wealth Management LLC raised its holdings in Meta Platforms, Inc. (NASDAQ:META - Free Report) by 2.4% in the fourth quarter, according to the company in its …

marketbeat.com