EXENCIAL WEALTH ADVISORS, LLC's ownership history for WM
EXENCIAL WEALTH ADVISORS, LLC currently holds 25.1K shares with a market value of $5.5M. It started holding WM on 2024-09-30. At its peak, it held 28.0K shares on 2024-09-30. Its highest holding value was $6.2M on 2025-03-31. At its lowest, it held 25.0K shares on 2025-06-30, with a value of $5.5M on 2024-12-31. In the recent 180 days, EXENCIAL WEALTH ADVISORS, LLC has decreased its shares by 1.7K. In the recent year, EXENCIAL WEALTH ADVISORS, LLC has decreased its shares by 2.9K.
EXENCIAL WEALTH ADVISORS, LLC's ownership history for WM