EXENCIAL WEALTH ADVISORS, LLC's ownership history for PH

EXENCIAL WEALTH ADVISORS, LLC currently holds 4.8K shares with a market value of $3.6M. It started holding PH on 2024-09-30. At its peak, it held 5.1K shares on 2025-06-30. Its highest holding value was $3.6M on 2025-09-30. At its lowest, it held 2.0K shares on 2024-12-31, with a value of $1.3M on 2024-09-30. In the recent 180 days, EXENCIAL WEALTH ADVISORS, LLC has increased its shares by 2.6K. In the recent year, EXENCIAL WEALTH ADVISORS, LLC has increased its shares by 2.8K.