EXENCIAL WEALTH ADVISORS, LLC's ownership history for IWB


EXENCIAL WEALTH ADVISORS, LLC currently holds 1.2K shares with a market value of $443.5K. It started holding IWB on 2024-09-30. At its peak, it held 1.2K shares on 2025-12-31. Its highest holding value was $464.5K on 2025-12-31. At its lowest, it held 831 shares on 2024-09-30, with a value of $256.4K on 2025-03-31. In the recent 180 days, EXENCIAL WEALTH ADVISORS, LLC has increased its shares by 182. In the recent year, EXENCIAL WEALTH ADVISORS, LLC has increased its shares by 408.


EXENCIAL WEALTH ADVISORS, LLC's ownership history for IWB