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2023 Etf Series Trust shares owned by Sendero Wealth Management

Quarter-by-quarter ownership of 2023 Etf Series Trust shares owned by Sendero Wealth Management from 13F filings

Historical chart of Sendero Wealth Management investment in 2023 Etf Series Trust

Tip: Access up to 7 years of quarterly data

All positions including 2023 Etf Series Trust held by Sendero Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in 2023 Etf Series Trust by Sendero Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $12M 455k 25.23

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Ishares Tr Core S&p Ttl Stk (ITOT)
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Microsoft Corporation (MSFT)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
2023 Etf Series Trust Eagle Capital Se
Charles Schwab Corporation (SCHW)
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Iqvia Holdings (IQV)
Paycom Software (PAYC)
Capital One Financial (COF)
Cbre Group Cl A (CBRE)

View all positions for Sendero Wealth Management

Top funds holding 2023 Etf Series Trust

Commerce Bank N A
Sendero Wealth Management
Summit Wealth Group
YHB Investment Advisors
Advisor OS

View all funds holding 2023 Etf Series Trust