EXENCIAL WEALTH ADVISORS, LLC's ownership history for EQR

EXENCIAL WEALTH ADVISORS, LLC currently holds 13.1K shares with a market value of $776.1K. It started holding EQR on 2024-09-30. At its peak, it held 13.5K shares on 2024-09-30. Its highest holding value was $1.0M on 2024-09-30. At its lowest, it held 11.5K shares on 2025-06-30, with a value of $773.8K on 2025-06-30. In the recent 180 days, EXENCIAL WEALTH ADVISORS, LLC has increased its shares by 581. In the recent year, EXENCIAL WEALTH ADVISORS, LLC has increased its shares by 248.