EXENCIAL WEALTH ADVISORS, LLC – TransUnion Transaction History
EXENCIAL WEALTH ADVISORS, LLC portfolio value:
$2.17M
portfolio value
EXENCIAL WEALTH ADVISORS, LLC quarter portfolio value change:
-25.63%
quarter
TransUnion 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +60.08% | 13.74K shares | 349K | $59.49 | 36.62K |
| Q2 2022 | share | Increase | +0.05% | 12 shares | -533K | $79.99 | 22.87K |
| Q1 2022 | share | Increase | +4.34% | 952 shares | -236K | $103.34 | 22.86K |
| Q4 2021 | share | Increase | +2.03% | 437 shares | 187K | $119.16 | 21.91K |
| Q3 2021 | share | Increase | +29.43% | 4.88K shares | 590K | $112.22 | 21.47K |
| Q2 2021 | share | Decrease | -17.72% | -3.57K shares | 7K | $109.63 | 16.59K |
| Q1 2021 | share | Increase | 0.00% | 20.16K shares | 1.81M | $89.77 | 20.16K |