Exencial Wealth Advisors, LLC Ishares 1 3 International Trea Transaction History

Exencial Wealth Advisors, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 May 12, 2022	SELL	$45.96 - $50.38 $244,645 - $268,172	-5,323 Closed	0 $0
Q4 2021 Feb 10, 2022	BUY	$49.98 - $51.87 $266,043 - $276,104	5,323 New	5,323 $268,000
Q3 2021 Nov 04, 2021	SELL	$51.17 - $53.44 $272,122 - $284,193	-5,318 Closed	0 $0
Q1 2021 May 06, 2021	SELL	$51.93 - $55.91 $27,055 - $29,129	-521 Reduced 8.92%	5,318 $276,000
Q4 2020 Feb 11, 2021	SELL	$52.85 - $55.77 $4,915 - $5,186	-93 Reduced 1.57%	5,839 $325,000

Q3 2020 Nov 13, 2020	BUY	$50.88 - $53.72 $301,820 - $318,667	5,932 New	5,932 $314,000

7.26M

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.