EXENCIAL WEALTH ADVISORS, LLC – Transaction History
EXENCIAL WEALTH ADVISORS, LLC portfolio value:
764,000
portfolio value
EXENCIAL WEALTH ADVISORS, LLC quarter portfolio value change:
-3.41%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +71.57% | 14.62K shares | 303K | 35.04K | |
| Q2 2022 | share | Increase | 0.00% | 20.42K shares | 461K | 20.42K |