Sendero Wealth Management, LLC EAGL Holdings History
Sendero Wealth Management, LLC's Eagle Capital Select Equity ETF Holding Summary
As of 2025-03-31, Sendero Wealth Management, LLC held 1.16 Mil shares of Eagle Capital Select Equity ETF(EAGL), totaling $32.53 Mil. This investment constitutes 4.51% of their stock portfolio, and Sendero Wealth Management, LLC now holds 1.36% of the outstanding Eagle Capital Select Equity ETF(EAGL) stock.
The initial trade took place in 2024Q1. And since then Sendero Wealth Management, LLC has made 4 purchases of EAGL, at an average price of $27.21, for a total of 1.16 Mil shares. Based on historical transaction data and EAGL's current price of $29.99, Sendero Wealth Management, LLC's estimated gain on his EAGL holdings is $3.23 Mil, reflecting a 10.21% gain to date.
Sendero Wealth Management, LLC EAGL ($29.99) Holding Chart
Sendero Wealth Management, LLC EAGL ($29.99) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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