Exencial Wealth Advisors, LLC Spdr Bloomberg 1 3 Month T Bil Transaction History

Exencial Wealth Advisors, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 12, 2024	SELL	$91.42 - $91.82 $144,992 - $145,626	-1,586 Reduced 24.74%	4,825 $442,000
Q1 2024 May 10, 2024	SELL	$91.4 - $91.8 $228,225 - $229,224	-2,497 Reduced 28.03%	6,411 $588,000
Q4 2023 Feb 13, 2024	BUY	$91.22 - $91.84 $812,587 - $818,110	8,908 New	8,908 $814,000
Q2 2020 Aug 17, 2020	SELL	$91.52 - $91.58 $291,125 - $291,315	-3,181 Closed	0 $0
Q1 2020 May 15, 2020	BUY	$91.44 - $91.66 $290,870 - $291,570	3,181 New	3,181 $291,000

1,115

210M

21.2K

27.3K

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