EXENCIAL WEALTH ADVISORS, LLC's ownership history for IWP

EXENCIAL WEALTH ADVISORS, LLC currently holds 2.8K shares with a market value of $356.8K. It started holding IWP on 2025-06-30. At its peak, it held 2.8K shares on 2026-03-31. Its highest holding value was $375.3K on 2025-12-31. At its lowest, it held 2.2K shares on 2025-06-30, with a value of $308.5K on 2025-06-30. In the recent 180 days, EXENCIAL WEALTH ADVISORS, LLC has increased its shares by 560.