EXENCIAL WEALTH ADVISORS, LLC's ownership history for OTIS


EXENCIAL WEALTH ADVISORS, LLC currently holds 4.2K shares with a market value of $322.6K. It started holding OTIS on 2024-09-30. At its peak, it held 4.8K shares on 2025-12-31. Its highest holding value was $464.0K on 2024-09-30. At its lowest, it held 4.2K shares on 2026-03-31, with a value of $322.6K on 2026-03-31. In the recent 180 days, EXENCIAL WEALTH ADVISORS, LLC has decreased its shares by 501. In the recent year, EXENCIAL WEALTH ADVISORS, LLC has decreased its shares by 165.


EXENCIAL WEALTH ADVISORS, LLC's ownership history for OTIS