EXENCIAL WEALTH ADVISORS, LLC's ownership history for SOXX

EXENCIAL WEALTH ADVISORS, LLC currently holds 2.4K shares with a market value of $663.5K. It started holding SOXX on 2024-09-30. At its peak, it held 3.2K shares on 2024-12-31. Its highest holding value was $726.5K on 2024-09-30. At its lowest, it held 2.4K shares on 2025-06-30, with a value of $570.4K on 2025-06-30. In the recent 180 days, EXENCIAL WEALTH ADVISORS, LLC has decreased its shares by 692. In the recent year, EXENCIAL WEALTH ADVISORS, LLC has decreased its shares by 704.