Back to WTW
Sendero Wealth Management, LLC → WTW
Sendero Wealth Management, LLC WTW Position History
Willis Towers Watson Public Limited Company • Financial Services
Quarters held
8
Latest value
$17K
Q3 2026
Peak value
$5.6M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $36K |
| Q4 2025 | $5.6M |
| Q1 2026 | $5.1M |
| Q1 2026 | $39K |
| Q2 2026 | $15K |
| Q2 2026 | $4.8M |
| Q3 2026 | $4.7M |
| Q3 2026 | $17K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $17K | 58 | — | — |
| Q3 2026 | $4.7M | 16.4K | — | — |
| Q2 2026 | $4.8M | 18.6K | — | — |
| Q2 2026 | $15K | 58 | — | — |
| Q1 2026 | $39K | 134 | — | — |
| Q1 2026 | $5.1M | 17.4K | — | — |
| Q4 2025 | $5.6M | 17.0K | — | — |
| Q4 2025 | $36K | 111 | — | — |
Other funds holding WTW
$3.7B
$3.6B
$3.4B
$3.3B
$2.3B
$2.1B
$2.1B