Number of Shares
134,927.00
Current Holdings Value*
$20.87 Mil
% of Portfolio
2.9%
Total Estimate Gain
$6.69 Mil
% of Total Estimate Gain
32.81%

Sendero Wealth Management, LLC's Alphabet Inc Holding Summary

As of 2025-03-31, Sendero Wealth Management, LLC held 134,927.00 shares of Alphabet Inc(GOOGL), totaling $20.87 Mil. This investment constitutes 2.9% of their stock portfolio, and Sendero Wealth Management, LLC now holds 0% of the outstanding Alphabet Inc(GOOGL) stock.

The initial trade took place in 2021Q4. And since then Sendero Wealth Management, LLC has made 10 purchases of GOOGL, at an average price of $126.98, for a total of 160,493.00 shares. In addition, there have been 3 sales at an average price of $116.51 for 25,566.00 shares. Based on historical transaction data and GOOGL's current price of $178.53, Sendero Wealth Management, LLC's estimated gain on his GOOGL holdings is $6.69 Mil, reflecting a 32.81% gain to date.

Sendero Wealth Management, LLC GOOGL ($178.53) Holding Chart

Sendero Wealth Management, LLC GOOGL ($178.53) 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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