Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2021

Nov 04, 2021

SELL
N/A
-10,860 Closed
0 $0
Q2 2021

Aug 16, 2021

BUY
N/A
10,860 New
10,860 $146,000
Q3 2020

Nov 13, 2020

SELL
N/A
-13,199 Closed
0 $0
Q2 2020

Aug 17, 2020

SELL
N/A
-8,981 Reduced 40.49%
13,199 $90,000
Q1 2020

May 15, 2020

BUY
N/A
8,740 Added 65.03%
22,180 $176,000
Q4 2019

Feb 14, 2020

BUY
N/A
879 Added 7.0%
13,440 $150,000
Q3 2019

Nov 13, 2019

BUY
N/A
12,561 New
12,561 $112,000
Q4 2018

Feb 06, 2019

SELL
N/A
-10,969 Closed
0 $0
Q3 2018

Nov 05, 2018

BUY
N/A
25 Added 0.23%
10,969 $124,000
Q2 2018

Aug 01, 2018

SELL
N/A
-198 Reduced 1.78%
10,944 $149,000
Q1 2018

May 09, 2018

SELL
N/A
-2,809 Reduced 20.13%
11,142 $150,000
Q4 2017

Feb 09, 2018

SELL
N/A
-136,771 Reduced 90.74%
13,951 $243,000
Q3 2017

Nov 08, 2017

BUY
N/A
150,722
150,722 $3.64 Million
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.