Number of Shares
180,346.00
Current Holdings Value*
$19.55 Mil
% of Portfolio
2.71%
Total Estimate Gain
$22.31 Mil
% of Total Estimate Gain
186.60%

Sendero Wealth Management, LLC's NVIDIA Corp Holding Summary

As of 2025-03-31, Sendero Wealth Management, LLC held 180,346.00 shares of NVIDIA Corp(NVDA), totaling $19.55 Mil. This investment constitutes 2.71% of their stock portfolio, and Sendero Wealth Management, LLC now holds 0% of the outstanding NVIDIA Corp(NVDA) stock.

The initial trade took place in 2021Q4. And since then Sendero Wealth Management, LLC has made 10 purchases of NVDA, at an average price of $47.82, for a total of 250,068.00 shares. In addition, there have been 3 sales at an average price of $64.97 for 69,722.00 shares. Based on historical transaction data and NVDA's current price of $164.92, Sendero Wealth Management, LLC's estimated gain on his NVDA holdings is $22.31 Mil, reflecting a 186.60% gain to date.

Sendero Wealth Management, LLC NVDA ($164.92) Holding Chart

Sendero Wealth Management, LLC NVDA ($164.92) 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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