Sendero Wealth Management LLC Raises Stock Position in

19 hours ago · Sendero Wealth Management LLC boosted its holdings in shares of Fortinet, Inc. (NASDAQ:FTNT - Free Report) by 36.8% in the fourth quarter, according to its most recent …

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Sendero Wealth Management LLC Raises Stock Position In

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19 hours ago · Sendero Wealth Management LLC boosted its holdings in shares of Fortinet, Inc. (NASDAQ:FTNT - Free Report) by 36.8% in the fourth quarter, according to its most recent …

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Sendero Wealth Management LLC Raises Stock Holdings In Arrow ...

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19 hours ago · Sendero Wealth Management LLC lifted its holdings in Arrow Electronics, Inc. (NYSE:ARW - Free Report) by 47.8% in the fourth quarter, according to the company in its …

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Sendero Wealth Management LLC Raises Stock Holdings In

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19 hours 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 …

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Sendero Wealth Management LLC Increases Position In IShares …

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Oct 11, 2024 · Sendero Wealth Management LLC increased its position in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 29.1% during the third quarter, …

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Sendero Wealth Management LLC Raises Holdings In Core

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Oct 10, 2024 · Sendero Wealth Management LLC grew its stake in Core & Main, Inc. (NYSE:CNM – Free Report) by 21.7% in the 3rd quarter, HoldingsChannel.com reports. The institutional …

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Sendero Wealth Management LLC Raises Stock Position In …

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Aug 13, 2024 · Sendero Wealth Management LLC boosted its position in Alphabet Inc. (NASDAQ:GOOGL – Free Report) by 2.6% in the 2nd quarter, according to the company in its …

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Sendero Wealth Management LLC Purchases 2,946 Shares Of …

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Oct 10, 2024 · Sendero Wealth Management LLC increased its position in Brunswick Co. (NYSE:BC – Free Report) by 8.3% during the 3rd quarter, according to its most recent filing …

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Sendero Wealth Management LLC Grows Position In Dynatrace

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19 hours 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 …

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Woodward, Inc. (NASDAQ:WWD) Stock Holdings Increased By …

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Oct 10, 2024 · Sendero Wealth Management LLC grew its position in shares of Woodward, Inc. (NASDAQ:WWD – Free Report) by 14.7% during the third quarter, according to the company …

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Sendero Wealth Management LLC Boosts Position In ... - ETF Daily …

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Oct 11, 2024 · Sendero Wealth Management LLC increased its position in Advanced Micro Devices, Inc. (NASDAQ:AMD – Free Report) by 2.8% in the 3rd quarter, according to its most …

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Sendero Wealth Management LLC Has $1.16 Million Stock …

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Mar 27, 2024 · Sendero Wealth Management LLC raised its holdings in Johnson & Johnson (NYSE:JNJ – Free Report) by 2.1% during the fourth quarter, according to its most recent filing …

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Apple Inc. (NASDAQ:AAPL) Stock Holdings Lifted By Sendero …

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Nov 29, 2024 · Sendero Wealth Management LLC boosted its stake in Apple Inc. (NASDAQ:AAPL – Free Report) by 2.0% during the 3rd quarter, according to the company in …

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Sendero Wealth Management LLC Has $4.86 Million Position

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19 hours ago · Aviso Wealth Management lifted its position in shares of Intuit by 4.9% during the second quarter. Aviso Wealth Management now owns 362 shares of the software maker's …

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Sendero Wealth Management LLC Raises Stock Position In Core

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Oct 11, 2024 · Sendero Wealth Management LLC raised its stake in shares of Core & Main, Inc. (NYSE:CNM – Free Report) by 21.7% during the 3rd quarter, according to the company in its …

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Sendero Wealth Management LLC Has $1.53 Million Stock …

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Oct 11, 2024 · Sendero Wealth Management LLC boosted its position in Shell plc (NYSE:SHEL – Free Report) by 9.0% in the 3rd quarter, according to its most recent filing with the SEC. The …

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NVIDIA Co. (NASDAQ:NVDA) Shares Bought By Sendero Wealth …

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Nov 12, 2024 · Finally, FSA Wealth Management LLC grew its position in NVIDIA by 3.0% in the first quarter. FSA Wealth Management LLC now owns 486 shares of the computer hardware …

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Uber Technologies, Inc. (NYSE:UBER) Stock Position Boosted By …

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19 hours ago · Sendero Wealth Management LLC grew its stake in shares of Uber Technologies, Inc. (NYSE:UBER - Free Report) by 28.4% during the fourth quarter, according to its most …

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Sendero Wealth Management LLC Purchases 872 Shares Of …

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Oct 10, 2024 · Sendero Wealth Management LLC raised its position in shares of Workday, Inc. (NASDAQ:WDAY – Free Report) by 26.2% during the third quarter, according to its most …

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Sendero Wealth Management LLC Trims Position In CBRE Group

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19 hours ago · Sendero Wealth Management LLC decreased its position in shares of CBRE Group, Inc. (NYSE:CBRE - Free Report) by 28.7% during the fourth quarter, according to the …

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FAQs about Sendero Wealth Management LLC Raises Stock Position in Coupon?

Does Sendero wealth management own Advanced Micro Devices (AMD)?

Sendero Wealth Management LLC increased its position in Advanced Micro Devices, Inc. (NASDAQ:AMD – Free Report) by 2.8% in the 3rd quarter, according to its most recent filing with the SEC. The fund owned 21,276 shares of the semiconductor manufacturer’s stock after purchasing an additional 572 shares during the period. ...

Who is Sendero wealth management?

Founded in 2008, Sendero Wealth Management is a private, boutique San Antonio-based wealth management firm with deep family values and a passion for personalized service. This fee-only San Antonio wealth advisor generally focuses on clients with $5,000,000 or more in investable assets. ...

What fees does Sendero wealth charge?

For its advisory services, the firm mainly charges asset-based fees and fixed fees. Sendero Wealth works with clients who have at least $1 million in investable asssets. This firm began its operations in 2000 as a division of Redstone Consulting, LLC. ...