EXENCIAL WEALTH ADVISORS, LLC's ownership history for GLD

EXENCIAL WEALTH ADVISORS, LLC currently holds 43.2K shares with a market value of $18.6M. It started holding GLD on 2024-09-30. At its peak, it held 67.0K shares on 2024-09-30. Its highest holding value was $23.5M on 2025-12-31. At its lowest, it held 43.2K shares on 2026-03-31, with a value of $16.0M on 2024-12-31. In the recent 180 days, EXENCIAL WEALTH ADVISORS, LLC has decreased its shares by 18.7K. In the recent year, EXENCIAL WEALTH ADVISORS, LLC has decreased its shares by 23.1K.