EXENCIAL WEALTH ADVISORS, LLC's ownership history for TIP


EXENCIAL WEALTH ADVISORS, LLC currently holds 31.0K shares with a market value of $3.4M. It started holding TIP on 2024-09-30. At its peak, it held 31.0K shares on 2026-03-31. Its highest holding value was $3.4M on 2026-03-31. At its lowest, it held 29.0K shares on 2025-03-31, with a value of $3.2M on 2024-12-31. In the recent 180 days, EXENCIAL WEALTH ADVISORS, LLC has increased its shares by 1.4K. In the recent year, EXENCIAL WEALTH ADVISORS, LLC has increased its shares by 2.1K.


EXENCIAL WEALTH ADVISORS, LLC's ownership history for TIP