Shares

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

Nov 04, 2021

SELL
N/A
-89,795 Closed
0 $0
Q2 2021

Aug 16, 2021

BUY
N/A
26,665 Added 42.24%
89,795 $3.03 Million
Q1 2021

May 06, 2021

SELL
N/A
-6,396 Reduced 9.2%
63,130 $1.03 Million
Q4 2020

Feb 11, 2021

SELL
N/A
-62 Reduced 0.09%
69,526 $1.26 Million
Q3 2020

Nov 13, 2020

BUY
N/A
94 Added 0.14%
69,588 $1.25 Million
Q2 2020

Aug 17, 2020

BUY
N/A
12,472 Added 21.87%
69,494 $1.18 Million
Q1 2020

May 15, 2020

BUY
N/A
57,022 New
57,022 $859,000
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.