Sendero Wealth Management’s Enterprise Products Partners EPD Stock Holding History

Sendero Wealth Management’s Portfolio EPD Stock Details EPD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$213K	Sell
2025 Q2	$440K	Hold
2025 Q1	$485K	Hold
2024 Q4	$445K	Buy
2024 Q3	$268K	Buy
2024 Q2	$243K	Hold
2024 Q1	$244K	Hold
2023 Q4	$220K	Hold
2023 Q3	$229K	Hold
2023 Q2	$220K	Buy