Sendero Wealth Management, LLC Global X Fds Global X S&P 500 Transaction History

Sendero Wealth Management, LLC

$627 Million
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Oct 27, 2022	BUY	$43.65 - $52.57 $1.01 Million - $1.21 Million	23,105 New	23,105 $1.01 Million

Others Institutions Holding CATH

# of Institutions

185

Shares Held

6.59M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

812K
Shares

$60 Million
0.0% of portfolio
Central Trust CO Jefferson City, MO

616K
Shares

$45.6 Million
1.02% of portfolio
Morgan Stanley New York, NY

385K
Shares

$28.5 Million
0.0% of portfolio
Heck Capital Advisors, LLC Rhinelander, WI

361K
Shares

$26.6 Million
1.74% of portfolio
Fund Evaluation Group, LLC Cincinnati, OH

298K
Shares

$22.1 Million
1.15% of portfolio

About GLOBAL X FDS GLOBAL X S&P 500

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