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Sendero Wealth Management’s PTC PTC Stock Holding History

Sendero Wealth Management’s Portfolio PTC Stock Details PTC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$492K Buy
2,855
+547
+24% +$94.3K 0.06% 143
2025
Q1 		$358K Buy
+2,308
New +$358K 0.05% 152