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

1,112

210M

21.2K

27.3K

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.