Exencial Wealth Advisors, LLC CANADIAN PACIFIC KANSAS CITY Transaction History

Exencial Wealth Advisors, LLC

  • $2.75 Billion
  • Q2 2025
Number of Shares
18,663
Previous 17,971 3.85%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 30, 2025
BUY
N/A
692 Added 3.85%
18,663 $0
Q1 2025

May 09, 2025
BUY
N/A
279 Added 1.58%
17,971 $0
Q4 2024

Feb 06, 2025
SELL
N/A
-52,495 Reduced 74.79%
17,692 $0
Q3 2024

Oct 31, 2024
BUY
N/A
66,586 Added 1849.1%
70,187 $0
Q2 2024

Aug 12, 2024
SELL
N/A
-823 Reduced 18.6%
3,601 $0
Q1 2024

May 10, 2024
SELL
N/A
-3,934 Reduced 47.07%
4,424 $0
Q4 2023

Feb 13, 2024
SELL
N/A
-82,905 Reduced 90.84%
8,358 $0
Q3 2023

Nov 08, 2023
SELL
N/A
-7,344 Reduced 7.45%
91,263 $0
Q2 2023

Aug 10, 2023
BUY
N/A
98,607 New
98,607 $0
Track This Portfolio

Track Exencial Wealth Advisors, LLC Portfolio

Follow Exencial Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Exencial Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Exencial Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email