EXENCIAL WEALTH ADVISORS, LLC's ownership history for IWM

EXENCIAL WEALTH ADVISORS, LLC currently holds 10.3K shares with a market value of $2.6M. It started holding IWM on 2024-09-30. At its peak, it held 20.4K shares on 2025-03-31. Its highest holding value was $4.1M on 2025-03-31. At its lowest, it held 10.3K shares on 2026-03-31, with a value of $2.6M on 2026-03-31. In the recent 180 days, EXENCIAL WEALTH ADVISORS, LLC has decreased its shares by 3.5K. In the recent year, EXENCIAL WEALTH ADVISORS, LLC has decreased its shares by 10.1K.

It has also owned 16 contracts of puts, with the market value of the underlying securities totaling $393.9K on 2024-09-30. At its peak, it held 65 contracts of puts on 2024-09-30 and it owned puts with the market value of the underlying securities totaling $1.4M on 2024-12-31. At its lowest, it held 16 contracts of puts on 2025-12-31 and it owned puts with the market value of the underlying securities totaling $393.9K on 2025-12-31. In the recent 180 days, EXENCIAL WEALTH ADVISORS, LLC has decreased its holdings by 49 contracts.