EXENCIAL WEALTH ADVISORS, LLC's ownership history for DFIP
EXENCIAL WEALTH ADVISORS, LLC currently holds 42.9K shares with a market value of $1.8M. It started holding DFIP on 2024-09-30. At its peak, it held 46.8K shares on 2025-03-31. Its highest holding value was $2.0M on 2025-03-31. At its lowest, it held 21.9K shares on 2024-09-30, with a value of $924.8K on 2024-09-30. In the recent 180 days, EXENCIAL WEALTH ADVISORS, LLC has decreased its shares by 3.9K. In the recent year, EXENCIAL WEALTH ADVISORS, LLC has increased its shares by 21.0K.
EXENCIAL WEALTH ADVISORS, LLC's ownership history for DFIP