EXENCIAL WEALTH ADVISORS, LLC – Transaction History
EXENCIAL WEALTH ADVISORS, LLC portfolio value:
4.59M
portfolio value
EXENCIAL WEALTH ADVISORS, LLC quarter portfolio value change:
-7.31%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +1.12% | 2.16K shares | -307K | 195.93K | |
| Q2 2022 | share | Increase | 0.00% | 193.76K shares | 4.90M | 193.76K |