Exencial Wealth Advisors, LLC Purchases and Sells in Q1 2025

Exencial Wealth Advisors, LLC

  • $2.63 Billion
  • Q1 2025

Top Buys

Incresed Positions

222 operations
Stock Shares change Price Range Shares Held Trade History
59.6K
+ 3502.53%
$202.75 - $226.52 $12.1M - $13.5M
61.3K $13M
19.5K
+ 4077.24%
$460.39 - $552.64 $8.99M - $10.8M
20K $9.57M
98.2K
+ 1185.73%
$86.89 - $109.38 $8.53M - $10.7M
106K $9.25M
411
+ 0.42%
$442.66 - $534.52 $182K - $220K
99.1K $52.8M
109K
+ 60.61%
$106.98 - $149.43 $11.7M - $16.3M
289K $31.3M
113K
+ 302.45%
$58.74 - $64.87 $6.64M - $7.34M
151K $9.29M
View all

New Holdings

26 operations
Stock Shares change Price Range Shares Held Trade History
46K
New
$21.28 - $35.62 $978K - $1.64M
46K $1.64M
4.44K
New
$244.9 - $274.48 $1.09M - $1.22M
4.44K $1.1M
16.7K
New
$48.68 - $61.58 $813K - $1.03M
16.7K $959K
2.99K
New
$235.61 - $291.22 $703K - $869K
2.99K $844K
23.5K
New
$35.09 - $53.61 $826K - $1.26M
23.5K $825K
4.82K
New
$126.82 - $161.11 $611K - $777K
4.82K $650K
View all

Top Sells

Reduced Positions

230 operations
Stock Shares change Price Range Shares Held Trade History
-90.6K
- 27.58%
$169.43 - $182.84 $15.4M - $16.6M
238K $41.2M
-92.1K
- 92.86%
$96.63 - $129.55 $8.9M - $11.9M
7.08K $727K
-887
- 0.45%
$375.39 - $447.2 $333K - $397K
194K $72.9M
-845K
- 80.65%
$9.02 - $10.67 $7.63M - $9.02M
203K $2.09M
-8.92K
- 37.69%
$890.62 - $1076.86 $7.95M - $9.61M
14.8K $14M
-68.9K
- 82.27%
$114.1 - $135.66 $7.86M - $9.34M
14.8K $1.97M
View all
Activity Summary
Buys All Purchases 248 New Holdings 26 Increased Positions 222 Sells All Sells 230 Reductions 230 Sold out 0 Options Calls 0 Puts 0
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