Sendero Wealth Management LLC Reduces Stock Position in

19 hours ago · Sendero Wealth Management LLC cut its stake in Visa Inc. (NYSE:V - Free Report) by 5.7% in the 4th quarter, according to the company in its most recent disclosure with …

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Sendero Wealth Management LLC Reduces Stock Position In

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19 hours ago · Sendero Wealth Management LLC cut its stake in Visa Inc. (NYSE:V - Free Report) by 5.7% in the 4th quarter, according to the company in its most recent disclosure with …

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Sendero Wealth Management LLC Cuts Stock Position In GE

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1 day ago · Sendero Wealth Management LLC reduced its stake in shares of GE Vernova Inc. (NYSE:GEV - Free Report) by 31.6% during the 4th quarter, according to its most recent …

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Sendero Wealth Management LLC Has $4.86 Million Position

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1 day 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 - WhaleWisdom.com

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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 …

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Sendero Wealth Management LLC Cuts Holdings In Salesforce

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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 …

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Sendero Wealth Management LLC Grows Stock Holdings In

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1 day ago · Sendero Wealth Management LLC lifted its position in shares of Workday, Inc. (NASDAQ:WDAY - Free Report) by 47.7% in the fourth quarter, according to the company in …

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Sendero Wealth Management LLC Raises Stock Holdings In

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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 …

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Sendero Wealth Management LLC Raises Stock Position In

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

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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 …

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StrongBox Wealth LLC Reduces Position In Visa Inc. (NYSE:V)

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19 hours ago · StrongBox Wealth LLC decreased its position in Visa Inc. (NYSE:V - Free Report) by 4.2% in the fourth quarter, according to its most recent 13F filing with the Securities and …

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Argent Capital Management LLC Reduces Holdings In Visa Inc

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19 hours ago · The firm owned 263,065 shares of the credit-card processor's stock after selling 5,314 shares during the quarter. Visa accounts for 2.3% of Argent Capital Management LLC's …

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

Does Sendero Wealth Management LLC own AbbVie Inc?

Sendero Wealth Management LLC lessened its position in AbbVie Inc. (NYSE:ABBV – Free Report) by 22.2% in the 3rd quarter, Holdings Channel.com reports. The fund owned 6,545 shares of the company’s stock after selling 1,872 shares during the period. ...

Does Sendero Wealth Management LLC own Procter & Gamble Company?

Sendero Wealth Management LLC decreased its holdings in The Procter & Gamble Company (NYSE:PG – Free Report) by 7.9% in the 3rd quarter, Holdings Channel reports. The institutional investor owned 15,385 shares of the company’s stock after selling 1,318 shares during the period. ...

Who is Sendero wealth management?

Sendero Wealth Management, registered in 2007, serves 2 state (s) with a licensed staff of 16 advisors. Sendero Wealth Management manages $3.9 billion and provides investment advisory services for 294 clients (1:18 advisor/client ratio). Is this your firm? Become a Mission Supporter 250 W. Nottingham, Suite 300. San Antonio, TX 78209 ...

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. ...