EXENCIAL WEALTH ADVISORS, LLC's ownership history for TSLA

EXENCIAL WEALTH ADVISORS, LLC currently holds 20.7K shares with a market value of $7.7M. It started holding TSLA on 2024-09-30. At its peak, it held 23.1K shares on 2025-06-30. Its highest holding value was $9.9M on 2025-09-30. At its lowest, it held 15.9K shares on 2024-12-31, with a value of $4.4M on 2025-03-31. In the recent 180 days, EXENCIAL WEALTH ADVISORS, LLC has decreased its shares by 1.6K. In the recent year, EXENCIAL WEALTH ADVISORS, LLC has increased its shares by 3.6K.

It has also owned 21 contracts of calls, with the market value of the underlying securities totaling $944.4K on 2024-09-30. At its peak, it held 21 contracts of calls on 2025-12-31 and it owned calls with the market value of the underlying securities totaling $944.4K on 2025-12-31. At its lowest, it held 14 contracts of calls on 2024-09-30 and it owned calls with the market value of the underlying securities totaling $366.3K on 2024-09-30. In the recent 180 days, EXENCIAL WEALTH ADVISORS, LLC has increased its holdings by 7 contracts.

It has also owned 27 contracts of puts, with the market value of the underlying securities totaling $1.1M on 2024-12-31. At its peak, it held 27 contracts of puts on 2024-12-31 and it owned puts with the market value of the underlying securities totaling $1.1M on 2024-12-31. At its lowest, it held 27 contracts of puts on 2024-12-31 and it owned puts with the market value of the underlying securities totaling $1.1M on 2024-12-31.