EXENCIAL WEALTH ADVISORS, LLC's ownership history for CLIP

EXENCIAL WEALTH ADVISORS, LLC currently holds 2.8K shares with a market value of $282.1K. It started holding CLIP on 2024-09-30. At its peak, it held 3.6K shares on 2024-09-30. Its highest holding value was $365.0K on 2024-09-30. At its lowest, it held 2.6K shares on 2025-03-31, with a value of $260.9K on 2025-03-31. In the recent 180 days, EXENCIAL WEALTH ADVISORS, LLC has increased its shares by 211. In the recent year, EXENCIAL WEALTH ADVISORS, LLC has decreased its shares by 823.