Exencial Wealth Advisors, LLC Purchases and Sells in Q4 2024

Exencial Wealth Advisors, LLC

  • $2.66 Billion
  • Q4 2024

Top Buys

Incresed Positions

194 operations
Stock Shares change Price Range Shares Held Trade History
125K
+ 61.78%
$174.22 - $187.62 $21.9M - $23.5M
329K $57.6M
17.9K
+ 2088.24%
$501.29 - $612.85 $8.99M - $11M
18.8K $9.78M
102K
+ 2187.15%
$62.74 - $97.24 $6.42M - $9.94M
107K $8.02M
28.3K
+ 2025.61%
$223.15 - $249.32 $6.32M - $7.06M
29.7K $6.78M
37.4K
+ 286.24%
$171.49 - $225.64 $6.41M - $8.44M
50.5K $8.78M
98.9K
+ 10.11%
$30.18 - $33.87 $2.99M - $3.35M
1.08M $33.2M
View all

New Holdings

26 operations
Stock Shares change Price Range Shares Held Trade History
85.3K
New
$116.02 - $137.45 $9.9M - $11.7M
85.3K $9.9M
43.5K
New
$172.48 - $221.95 $7.51M - $9.66M
43.5K $8.18M
12.5K
New
$313.15 - $374.28 $3.92M - $4.69M
12.5K $4.12M
24.2K
New
$63.2 - $79.58 $1.53M - $1.92M
24.2K $1.58M
41.4K
New
$16.41 - $20.35 $679K - $842K
41.4K $689K
2.96K
New
$129.87 - $162.87 $384K - $482K
2.96K $437K
View all

Top Sells

Reduced Positions

252 operations
Stock Shares change Price Range Shares Held Trade History
-9.77K
- 12.8%
$485.52 - $625.25 $4.74M - $6.11M
66.6K $33.7M
-74.3K
- 83.28%
$89.78 - $119.11 $6.67M - $8.85M
14.9K $1.35M
-31.8K
- 92.09%
$219.66 - $257.62 $6.98M - $8.18M
2.73K $602K
-247K
- 87.71%
$24.48 - $28.92 $6.04M - $7.13M
34.6K $863K
-59.6K
- 65.37%
$96.31 - $114.76 $5.74M - $6.84M
31.6K $3.14M
-27.5K
- 46.72%
$270.87 - $367.87 $7.46M - $10.1M
31.4K $10.5M
View all

Options

Calls

3 operations
Stock Shares change Price Range Shares Held Trade History
35.5K
+ 186.84%
$117.0 - $148.88 $4.15M - $5.29M
54.5K $7.32M
13.2K
New
$25.66 - $34.91 $339K - $461K
13.2K $347K
FIDELITY WISE ORIGIN BITCOIN
5.7K
New
N/A
5.7K $0

Puts

3 operations
Stock Shares change Price Range Shares Held Trade History
6K
New
$221.69 - $259.02 $1.33M - $1.55M
6K $1.5M
2.7K
New
$213.65 - $479.86 $577K - $1.3M
2.7K $1.09M
200
New
$1146.59 - $1270.6 $229K - $254K
200 $237K
Activity Summary
Buys All Purchases 220 New Holdings 26 Increased Positions 194 Sells All Sells 252 Reductions 252 Sold out 0 Options Calls 3 Puts 3
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