EXENCIAL WEALTH ADVISORS, LLC's ownership history for WMB


EXENCIAL WEALTH ADVISORS, LLC currently holds 68.6K shares with a market value of $4.3M. It started holding WMB on 2024-09-30. At its peak, it held 69.2K shares on 2025-06-30. Its highest holding value was $4.3M on 2025-09-30. At its lowest, it held 66.6K shares on 2024-09-30, with a value of $3.0M on 2024-09-30. In the recent 180 days, EXENCIAL WEALTH ADVISORS, LLC has increased its shares by 511. In the recent year, EXENCIAL WEALTH ADVISORS, LLC has increased its shares by 2.0K.


EXENCIAL WEALTH ADVISORS, LLC's ownership history for WMB