Exencial Wealth Advisors, LLC CANADIAN PACIFIC KANSAS CITY Transaction History

Exencial Wealth Advisors, LLC

  • $2.63 Billion
  • Q1 2025
Number of Shares
17,971
Previous 17,692 1.58%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
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