Exencial Wealth Advisors, LLC Put Options Transactions in Q3 2024

Exencial Wealth Advisors, LLC

  • $2.72 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SHW
Sherwin Williams CO

Basic Materials
1.4K
New
$294.65 - $384.0 $413K - $538K
1.4K $534K
IWM
Ishares Russell 2000 ETF

ETFs
-300
- 4.41%
$200.87 - $224.6 $60.3K - $67.4K
6.5K $1.44M
Activity Summary
Buys All Purchases 187 New Holdings 29 Increased Positions 158 Sells All Sells 280 Reductions 280 Sold out 0 Options Calls 4 Puts 2
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