Sendero Wealth Management, LLC META Holdings History
Sendero Wealth Management, LLC's Meta Platforms Inc Holding Summary
As of 2025-03-31, Sendero Wealth Management, LLC held 24,476.00 shares of Meta Platforms Inc(META), totaling $14.11 Mil. This investment constitutes 1.96% of their stock portfolio, and Sendero Wealth Management, LLC now holds 0% of the outstanding Meta Platforms Inc(META) stock.
The initial trade took place in 2021Q4. And since then Sendero Wealth Management, LLC has made 8 purchases of META, at an average price of $389.87, for a total of 42,205.00 shares. In addition, there have been 5 sales at an average price of $148.71 for 17,729.00 shares. Based on historical transaction data and META's current price of $719.22, Sendero Wealth Management, LLC's estimated gain on his META holdings is $3.79 Mil, reflecting a 23.01% gain to date.
Sendero Wealth Management, LLC META ($719.22) Holding Chart
Sendero Wealth Management, LLC META ($719.22) 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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