EXENCIAL WEALTH ADVISORS, LLC's ownership history for EW

EXENCIAL WEALTH ADVISORS, LLC currently holds 145.5K shares with a market value of $11.3M. It started holding EW on 2024-09-30. At its peak, it held 156.0K shares on 2024-09-30. Its highest holding value was $11.4M on 2025-06-30. At its lowest, it held 145.5K shares on 2025-09-30, with a value of $10.3M on 2024-09-30. In the recent 180 days, EXENCIAL WEALTH ADVISORS, LLC has decreased its shares by 7.4K. In the recent year, EXENCIAL WEALTH ADVISORS, LLC has decreased its shares by 10.5K.