EXENCIAL WEALTH ADVISORS, LLC – Transaction History
EXENCIAL WEALTH ADVISORS, LLC portfolio value:
686,000
portfolio value
EXENCIAL WEALTH ADVISORS, LLC quarter portfolio value change:
-31.39%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -313K | 80K | ||
| Q2 2022 | share | Increase | 0.00% | 80K shares | 999K | 80K |