Exencial Wealth Advisors, LLC Global X Fds Transaction History

Exencial Wealth Advisors, LLC

  • $2.72 Billion
  • Q3 2024

A detailed history of Exencial Wealth Advisors, LLC transactions in Global X Fds stock. As of the latest transaction made, Exencial Wealth Advisors, LLC holds 7,201 shares of BOTZ stock, worth $235,040. This represents 0.01% of its overall portfolio holdings.

Number of Shares
7,201
Previous 7,435 3.15%
Holding current value
$235,040
Previous $229,000 0.87%
% of portfolio
0.01%
Previous 0.01%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024
SELL
$27.68 - $32.27 $6,477 - $7,551
-234 Reduced 3.15%
7,201 $231,000
Q2 2024

Aug 12, 2024
SELL
$28.65 - $31.95 $15,442 - $17,221
-539 Reduced 6.76%
7,435 $229,000
Q1 2024

May 10, 2024
SELL
$26.84 - $32.89 $25,927 - $31,771
-966 Reduced 10.81%
7,974 $253,000
Q4 2023

Feb 13, 2024
SELL
$22.34 - $28.72 $692 - $890
-31 Reduced 0.35%
8,940 $254,000
Q3 2023

Nov 08, 2023
SELL
$24.12 - $30.13 $9,286 - $11,600
-385 Reduced 4.12%
8,971 $221,000
Q2 2023

Aug 10, 2023
SELL
$24.5 - $29.72 $22,907 - $27,788
-935 Reduced 9.09%
9,356 $268,000
Q1 2023

May 02, 2023
SELL
$20.65 - $25.5 $20,381 - $25,168
-987 Reduced 8.75%
10,291 $262,000
Q4 2022

Feb 14, 2023
BUY
$17.67 - $21.95 $2,191 - $2,721
124 Added 1.11%
11,278 $231,000
Q3 2022

Nov 08, 2022
SELL
$18.08 - $23.8 $19,417 - $25,561
-1,074 Reduced 8.78%
11,154 $202,000
Q2 2022

Aug 11, 2022
BUY
$20.32 - $29.37 $17,759 - $25,669
874 Added 7.7%
12,228 $248,000
Q1 2022

May 12, 2022
BUY
$26.13 - $36.09 $68,957 - $95,241
2,639 Added 30.28%
11,354 $329,000
Q4 2021

Feb 10, 2022
BUY
$34.68 - $39.83 $12,033 - $13,821
347 Added 4.15%
8,715 $313,000
Q3 2021

Nov 04, 2021
BUY
$32.76 - $39.39 $274,135 - $329,615
8,368 New
8,368 $306,000

Others Institutions Holding BOTZ

# of Institutions
398
Shares Held
30.5M
Call Options Held
199K
Put Options Held
284K
View Full List

About GLOBAL X FDS

BOTZ Quotes by TradingView
  • Ticker BOTZ
  • Sector ETFs
  • Industry ETFs
More about BOTZ
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