Exencial Wealth Advisors, LLC ALPS ETF TR Transaction History

Exencial Wealth Advisors, LLC

  • $2.75 Billion
  • Q2 2025

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2020

Nov 13, 2020
SELL
N/A
-24,157 Closed
0 $0
Q2 2020

Aug 17, 2020
SELL
N/A
-51,153 Reduced 67.92%
24,157 $596,000
Q1 2020

May 15, 2020
BUY
N/A
49,059 Added 186.88%
75,310 $259,000
Q4 2019

Feb 14, 2020
BUY
N/A
26,251 New
26,251 $223,000
Q1 2018

May 09, 2018
SELL
N/A
-64,365 Closed
0 $0
Q4 2017

Feb 09, 2018
BUY
N/A
64,365
64,365 $694,000
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