EXENCIAL WEALTH ADVISORS, LLC's ownership history for IJJ


EXENCIAL WEALTH ADVISORS, LLC currently holds 2.2K shares with a market value of $296.9K. It started holding IJJ on 2025-06-30. At its peak, it held 2.3K shares on 2025-12-31. Its highest holding value was $307.5K on 2025-12-31. At its lowest, it held 2.1K shares on 2025-06-30, with a value of $261.7K on 2025-06-30. In the recent 180 days, EXENCIAL WEALTH ADVISORS, LLC has decreased its shares by 7.


EXENCIAL WEALTH ADVISORS, LLC's ownership history for IJJ