Exencial Wealth Advisors, LLC CAPITAL GROUP INTERNATIONAL Transaction History

Exencial Wealth Advisors, LLC

  • $2.63 Billion
  • Q1 2025
Number of Shares
117,696
Previous 121,498 3.13%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 09, 2025
SELL
N/A
-3,802 Reduced 3.13%
117,696 $0
Q4 2024

Feb 06, 2025
SELL
N/A
-6,166 Reduced 4.83%
121,498 $0
Q3 2024

Oct 31, 2024
SELL
N/A
-3,426 Reduced 2.61%
127,664 $0
Q2 2024

Aug 12, 2024
BUY
N/A
11,720 Added 9.82%
131,090 $0
Q1 2024

May 10, 2024
BUY
N/A
119,370 New
119,370 $0
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