Sendero Wealth Management, LLC's ownership history for AXP

Sendero Wealth Management, LLC currently holds 2.7K shares with a market value of $890.2K. It started holding AXP on 2024-09-30. At its peak, it held 3.5K shares on 2024-12-31. Its highest holding value was $1.1M on 2025-06-30. At its lowest, it held 2.7K shares on 2025-09-30, with a value of $887.9K on 2025-03-31. In the recent 180 days, Sendero Wealth Management, LLC has decreased its shares by 620. In the recent year, Sendero Wealth Management, LLC has decreased its shares by 782.