EXENCIAL WEALTH ADVISORS, LLC – Royal Bank of Canada Transaction History
EXENCIAL WEALTH ADVISORS, LLC portfolio value:
$628,000
portfolio value
EXENCIAL WEALTH ADVISORS, LLC quarter portfolio value change:
-7.00%
quarter
Royal Bank of Canada 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +1.41% | 97 shares | -38K | $90.04 | 6.97K |
| Q2 2022 | share | Increase | 0.00% | 6.88K shares | 666K | $96.82 | 6.88K |