Exencial Wealth Advisors, LLC Purchases and Sells in Q3 2025

Exencial Wealth Advisors, LLC

  • $2.97 Billion
  • Q3 2025

Top Buys

Incresed Positions

284 operations
Stock Shares change Price Range Shares Held Trade History
44.3K
+ 15.03%
$181.56 - $190.33 $8.04M - $8.43M
339K $64.3M
205K
+ 14.5%
$29.2 - $32.74 $5.98M - $6.71M
1.62M $51.5M
5.92K
+ 4.63%
$264.74 - $369.57 $1.57M - $2.19M
134K $44.2M
11.4K
+ 189.55%
$625.65 - $812.69 $7.13M - $9.26M
17.4K $13.3M
4.82K
+ 1.81%
$153.3 - $186.58 $739K - $899K
272K $50.7M
6.15K
+ 3.1%
$491.09 - $535.64 $3.02M - $3.29M
205K $106M
View all

New Holdings

47 operations
Stock Shares change Price Range Shares Held Trade History
23.4K
New
$387.78 - $645.35 $9.08M - $15.1M
23.4K $11.6M
201K
New
$38.58 - $58.24 $7.75M - $11.7M
201K $7.87M
25.1K
New
$67.44 - $72.68 $1.7M - $1.83M
25.1K $1.73M
12.5K
New
$62.31 - $84.07 $778K - $1.05M
12.5K $1.05M
2.12K
New
$297.58 - $358.61 $630K - $760K
2.12K $630K
2.25K
New
$225.98 - $406.7 $508K - $915K
2.25K $591K
View all

Top Sells

Reduced Positions

169 operations
Stock Shares change Price Range Shares Held Trade History
-48K
- 94.96%
$104.88 - $168.89 $5.04M - $8.11M
2.55K $426K
-37.3K
- 25.09%
$120.51 - $136.62 $4.49M - $5.09M
111K $14.9M
-3.67K
- 6.21%
$695.21 - $791.73 $2.55M - $2.91M
55.5K $40.8M
-2.16K
- 1.61%
$167.28 - $188.45 $361K - $406K
132K $22.2M
-42.6K
- 91.03%
$42.74 - $62.88 $1.82M - $2.68M
4.2K $241K
-441
- 1.45%
$484.94 - $564.15 $214K - $249K
29.9K $14.6M
View all
Activity Summary
Buys All Purchases 331 New Holdings 47 Increased Positions 284 Sells All Sells 169 Reductions 169 Sold out 0 Options Calls 0 Puts 0
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