Exencial Wealth Advisors, LLC Direxion Daily Financial Bull Transaction History

Exencial Wealth Advisors, LLC

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 08, 2023	BUY	$58.77 - $74.32 $235 - $297	4 Added 0.05%	8,081 $474,000
Q1 2023 May 02, 2023	BUY	$51.53 - $91.44 $107,800 - $191,292	2,092 Added 34.95%	8,077 $465,000
Q2 2022 Aug 11, 2022	BUY	$58.58 - $116.57 $350,601 - $697,671	5,985 New	5,985 $378,000
Q3 2019 Nov 13, 2019	SELL	$76.47 - $79.99 $12.7 Million - $13.3 Million	-166,584 Closed	0 $0
Q4 2018 Feb 06, 2019	SELL	N/A	-46,092 Reduced 21.67%	166,584 $7.46 Million
Q2 2018 Aug 01, 2018	SELL	N/A	-6 Reduced -0.0%	212,676 $13.4 Million
Q1 2018 May 09, 2018	BUY	N/A	3 Added 0.0%	212,682 $13.7 Million
Q4 2017 Feb 09, 2018	SELL	N/A	-2,077 Reduced 0.97%	212,679 $14.5 Million
Q3 2017 Nov 08, 2017	BUY	N/A	214,756	214,756 $12 Million

1.67M

1.47M

755K

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.