EXENCIAL WEALTH ADVISORS, LLC's ownership history for FI
EXENCIAL WEALTH ADVISORS, LLC currently holds 76.2K shares with a market value of $4.2M. It started holding FI on 2025-06-30. At its peak, it held 76.2K shares on 2026-03-31. Its highest holding value was $4.2M on 2026-03-31. At its lowest, it held 3.1K shares on 2025-06-30, with a value of $464.6K on 2025-09-30. In the recent 180 days, EXENCIAL WEALTH ADVISORS, LLC has increased its shares by 72.6K.
EXENCIAL WEALTH ADVISORS, LLC's ownership history for FI