Exencial Wealth Advisors, LLC PROSHARES TR Transaction History

Exencial Wealth Advisors, LLC

25,607

Previous 24,477 4.62%

Previous $0 NaN%

0.0%

Previous 0.0%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	BUY	N/A	1,130 Added 4.62%	25,607 $0
Q4 2024 Feb 06, 2025	BUY	N/A	1,352 Added 5.85%	24,477 $0
Q3 2024 Oct 31, 2024	BUY	N/A	895 Added 4.03%	23,125 $0
Q2 2024 Aug 12, 2024	SELL	N/A	-2,768 Reduced 11.07%	22,230 $0
Q1 2024 May 10, 2024	BUY	N/A	5,673 Added 29.36%	24,998 $0
Q4 2023 Feb 13, 2024	BUY	N/A	4,632 Added 31.53%	19,325 $0
Q3 2023 Nov 08, 2023	BUY	N/A	4,192 Added 39.92%	14,693 $0
Q2 2023 Aug 10, 2023	BUY	N/A	256 Added 2.5%	10,501 $0
Q1 2023 May 02, 2023	BUY	N/A	144 Added 1.43%	10,245 $0
Q4 2022 Feb 14, 2023	SELL	N/A	-366 Reduced 3.5%	10,101 $0
Q3 2022 Nov 08, 2022	BUY	N/A	4,749 Added 83.05%	10,467 $417,000
Q2 2022 Aug 11, 2022	BUY	N/A	5,718 New	5,718 $230,000

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

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