Exencial Wealth Advisors, LLC SIMPLIFY EXCHANGE TRADED FUN Transaction History

Exencial Wealth Advisors, LLC

  • $2.63 Billion
  • Q1 2025
Number of Shares
10,757
Previous 10,868 1.02%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

May 09, 2025
SELL
N/A
-111 Reduced 1.02%
10,757 $0
Q4 2024

Feb 06, 2025
BUY
N/A
208 Added 1.95%
10,868 $0
Q3 2024

Oct 31, 2024
BUY
N/A
10,660 New
10,660 $0
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