EXENCIAL WEALTH ADVISORS, LLC's ownership history for SPEM

EXENCIAL WEALTH ADVISORS, LLC currently holds 95.7K shares with a market value of $4.5M. It started holding SPEM on 2024-09-30. At its peak, it held 103.9K shares on 2024-12-31. Its highest holding value was $4.5M on 2025-09-30. At its lowest, it held 95.7K shares on 2025-09-30, with a value of $3.9M on 2025-03-31. In the recent 180 days, EXENCIAL WEALTH ADVISORS, LLC has decreased its shares by 3.6K. In the recent year, EXENCIAL WEALTH ADVISORS, LLC has decreased its shares by 8.0K.