EXENCIAL WEALTH ADVISORS, LLC's ownership history for STZ

EXENCIAL WEALTH ADVISORS, LLC currently holds 3.6K shares with a market value of $480.1K. It started holding STZ on 2024-09-30. At its peak, it held 34.5K shares on 2024-09-30. Its highest holding value was $8.9M on 2024-09-30. At its lowest, it held 1.7K shares on 2025-06-30, with a value of $276.3K on 2025-06-30. In the recent 180 days, EXENCIAL WEALTH ADVISORS, LLC has increased its shares by 1.8K. In the recent year, EXENCIAL WEALTH ADVISORS, LLC has decreased its shares by 30.9K.