EXENCIAL WEALTH ADVISORS, LLC's ownership history for IVV

EXENCIAL WEALTH ADVISORS, LLC currently holds 53.4K shares with a market value of $35.7M. It started holding IVV on 2024-09-30. At its peak, it held 58.3K shares on 2024-12-31. Its highest holding value was $35.7M on 2025-09-30. At its lowest, it held 53.4K shares on 2025-09-30, with a value of $32.5M on 2025-03-31. In the recent 180 days, EXENCIAL WEALTH ADVISORS, LLC has decreased its shares by 4.5K. In the recent year, EXENCIAL WEALTH ADVISORS, LLC has decreased its shares by 4.4K.