Sendero Wealth Management, LLC Sells in Q4 2024

Sendero Wealth Management, LLC

  • $627 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
GNR
Spdr S&P Global Natural Resour

ETFs
-70.3K
- 10.12%
$48.67 - $58.43 $3.42M - $4.11M
624K $31.1M
COP
Conocophillips

Energy
-37.5K
- 42.3%
$95.12 - $114.72 $3.57M - $4.31M
51.2K $5.08M
PSX
Phillips 66

Energy
-17.8K
- 43.84%
$110.35 - $138.93 $1.96M - $2.47M
22.7K $2.59M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-26.2K
- 11.01%
$124.26 - $134.12 $3.25M - $3.51M
211K $27.2M
CBRE
Cbre Group, Inc.

Real Estate
-22.4K
- 28.73%
$119.22 - $140.71 $2.67M - $3.15M
55.5K $7.28M
BC
Brunswick Corp

Consumer Cyclical
-25.2K
- 65.34%
$64.5 - $85.95 $1.62M - $2.16M
13.4K $864K
CRM
Salesforce, Inc.

Technology
-8.77K
- 38.68%
$270.87 - $367.87 $2.37M - $3.23M
13.9K $4.65M
AAPL
Apple Inc.

Technology
-8.1K
- 12.65%
$221.69 - $259.02 $1.79M - $2.1M
55.9K $14M
ADBE
Adobe Inc.

Technology
-1.09K
- 18.8%
$437.39 - $552.96 $475K - $600K
4.69K $2.08M
FISV
Fiserv Inc

Technology
-6.68K
- 14.43%
N/A
39.6K $4.96M
CSL
Carlisle Companies Inc

Industrials
-940
- 43.24%
$368.67 - $480.91 $347K - $452K
1.23K $455K
CHTR
Charter Communications, Inc.

Communication Services
-1.64K
- 33.08%
$315.38 - $408.02 $518K - $670K
3.32K $1.14M
INTU
Intuit Inc

Technology
-620
- 7.42%
$602.01 - $706.25 $373K - $438K
7.74K $4.86M
AIT
Applied Industrial Technologies Inc

Industrials
-1.51K
- 55.46%
$220.05 - $280.49 $333K - $424K
1.22K $290K
SCHW
Schwab Charles Corp

Financial Services
-18.2K
- 14.33%
$63.31 - $82.85 $1.15M - $1.51M
109K $8.05M
PLXS
Plexus Corp

Technology
-1.5K
- 24.33%
$133.8 - $168.44 $201K - $253K
4.67K $730K
TRS
Trimas Corp

Consumer Cyclical
-3.75K
- 23.4%
$24.47 - $28.33 $91.7K - $106K
12.3K $301K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-64
- 1.12%
$113.92 - $127.38 $7.29K - $8.15K
5.67K $653K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
-235
- 7.61%
$229.83 - $258.46 $54K - $60.7K
2.85K $704K
Ge Vernova Inc
-2.71K
- 31.55%
N/A
5.88K $0
WFC
Wells Fargo & Company

Financial Services
-1.17K
- 5.39%
$54.98 - $77.35 $64.2K - $90.3K
20.5K $1.44M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-44
- 0.46%
$370.24 - $418.94 $16.3K - $18.4K
9.52K $3.82M
V
Visa Inc.

Financial Services
-1.03K
- 5.75%
$273.87 - $320.91 $281K - $329K
16.8K $5.31M
GOOG
Alphabet Inc.

Communication Services
-767
- 2.82%
$163.08 - $198.16 $125K - $152K
26.5K $5.04M
COF
Capital One Financial Corp

Financial Services
-3.96K
- 7.83%
$145.19 - $192.01 $574K - $760K
46.6K $8.3M
FCNCA
First Citizens Bancshares Inc

Financial Services
-19
- 0.41%
$1818.92 - $2353.08 $34.6K - $44.7K
4.62K $9.77M
PAYC
Paycom Software, Inc.

Technology
-2.35K
- 5.06%
$159.94 - $240.25 $376K - $565K
44.1K $9.04M
Activity Summary
Buys All Purchases 77 New Holdings 12 Increased Positions 65 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 0
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