Sendero Wealth Management, LLC's ownership history for IVV

Sendero Wealth Management, LLC currently holds 838 shares with a market value of $574.0K. It started holding IVV on 2024-09-30. At its peak, it held 838 shares on 2025-12-31. Its highest holding value was $574.0K on 2025-12-31. At its lowest, it held 364 shares on 2024-09-30, with a value of $210.0K on 2024-09-30. In the recent 180 days, Sendero Wealth Management, LLC has increased its shares by 159. In the recent year, Sendero Wealth Management, LLC has increased its shares by 266.