EXENCIAL WEALTH ADVISORS, LLC – Transaction History
EXENCIAL WEALTH ADVISORS, LLC portfolio value:
657,000
portfolio value
EXENCIAL WEALTH ADVISORS, LLC quarter portfolio value change:
-8.10%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -58K | 20.82K | ||
| Q2 2022 | share | 0.00% | 0 shares | -52K | 20.82K | ||
| Q1 2022 | share | Decrease | -20.95% | -5.51K shares | -150K | 20.82K | |
| Q4 2021 | share | Increase | 0.00% | 26.34K shares | 917K | 26.34K |