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Sendero Wealth Management’s Five Below FIVE Stock Holding History

Sendero Wealth Management’s Portfolio FIVE Stock Details FIVE Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-1,541
Closed -$273K – 105
2022
Q4 		$273K Buy
+1,541
New +$273K 0.1% 90