Exencial Wealth Advisors, LLC Ark Autonomous Technology & Ro Transaction History

Exencial Wealth Advisors, LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2021 Nov 04, 2021	SELL	$77.73 - $85.84 $210,026 - $231,939	-2,702 Closed	0 $0
Q2 2021 Aug 16, 2021	SELL	$74.47 - $87.19 $208,069 - $243,608	-2,794 Reduced 50.84%	2,702 $233,000
Q1 2021 May 06, 2021	BUY	$76.84 - $99.2 $206,853 - $267,046	2,692 Added 96.01%	5,496 $461,000
Q4 2020 Feb 11, 2021	BUY	$57.36 - $77.3 $160,837 - $216,749	2,804 New	2,804 $214,000

170

2.25M

33.3K

Get notified when there are updates to the investment portfolio of Exencial Wealth Advisors, LLC, based on Form 13F filings with the SEC.

Stay updated on Exencial Wealth Advisors, LLC with notifications on news.