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Sendero Wealth Management’s Sunoco SUN Stock Holding History

Sendero Wealth Management’s Portfolio SUN Stock Details SUN Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-5,994
Closed -$322K – 167
2024
Q3 		$322K Hold
5,994
– – 0.05% 143
2024
Q2 		$339K Buy
+5,994
New +$339K 0.06% 137