Exencial Wealth Advisors, LLC Purchases and Sells in Q2 2025

Exencial Wealth Advisors, LLC

  • $2.75 Billion
  • Q2 2025

Top Buys

Incresed Positions

179 operations
Stock Shares change Price Range Shares Held Trade History
4.36K
+ 2.24%
$354.56 - $497.45 $1.54M - $2.17M
199K $98.8M
56.7K
+ 23.84%
$152.93 - $181.74 $8.67M - $10.3M
295K $53.5M
2.42K
+ 2.53%
$329.49 - $438.4 $796K - $1.06M
98.1K $43M
156K
+ 12.38%
$24.21 - $29.47 $3.77M - $4.59M
1.41M $41.6M
7.58K
+ 37.87%
$452.51 - $568.19 $3.43M - $4.31M
27.6K $15.1M
42.2K
+ 10.11%
$45.65 - $57.01 $1.93M - $2.41M
460K $26.2M
View all

New Holdings

23 operations
Stock Shares change Price Range Shares Held Trade History
7.19K
New
$152.87 - $168.51 $1.1M - $1.21M
7.19K $1.16M
48K
New
$16.62 - $21.98 $799K - $1.06M
48K $1.05M
11.6K
New
$67.22 - $81.54 $780K - $947K
11.6K $946K
2.58K
New
$226.49 - $276.01 $584K - $711K
2.58K $672K
4.74K
New
$126.62 - $154.26 $600K - $731K
4.74K $604K
6.32K
New
$45.27 - $79.4 $286K - $502K
6.32K $454K
View all

Top Sells

Reduced Positions

271 operations
Stock Shares change Price Range Shares Held Trade History
-17K
- 27.36%
$274.35 - $599.47 $4.65M - $10.2M
45K $14.1M
-40.7K
- 54.42%
$310.86 - $348.77 $12.6M - $14.2M
34.1K $10.9M
-18.3K
- 3.67%
$172.42 - $223.89 $3.15M - $4.09M
480K $98.5M
-103K
- 94.26%
$50.06 - $80.8 $5.15M - $8.31M
6.27K $506K
-3.86K
- 3.89%
$483.48 - $539.8 $1.87M - $2.08M
95.3K $46.3M
-2.05K
- 2.88%
$165.15 - $226.42 $338K - $463K
68.9K $11.9M
View all
Activity Summary
Buys All Purchases 202 New Holdings 23 Increased Positions 179 Sells All Sells 271 Reductions 271 Sold out 0 Options Calls 0 Puts 0
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