EXENCIAL WEALTH ADVISORS, LLC's ownership history for AVGO

EXENCIAL WEALTH ADVISORS, LLC currently holds 133.8K shares with a market value of $44.2M. It started holding AVGO on 2024-09-30. At its peak, it held 133.8K shares on 2025-09-30. Its highest holding value was $44.2M on 2025-09-30. At its lowest, it held 82.7K shares on 2024-12-31, with a value of $18.3M on 2024-09-30. In the recent 180 days, EXENCIAL WEALTH ADVISORS, LLC has increased its shares by 3.3K. In the recent year, EXENCIAL WEALTH ADVISORS, LLC has increased its shares by 27.9K.

It has also owned 40 contracts of calls, with the market value of the underlying securities totaling $690.0K on 2024-09-30. At its peak, it held 40 contracts of calls on 2024-09-30 and it owned calls with the market value of the underlying securities totaling $690.0K on 2024-09-30. At its lowest, it held 40 contracts of calls on 2024-09-30 and it owned calls with the market value of the underlying securities totaling $690.0K on 2024-09-30.