EXENCIAL WEALTH ADVISORS, LLC's ownership history for IVE

EXENCIAL WEALTH ADVISORS, LLC currently holds 37.4K shares with a market value of $7.9M. It started holding IVE on 2024-09-30. At its peak, it held 39.0K shares on 2024-12-31. Its highest holding value was $8.1M on 2025-12-31. At its lowest, it held 37.4K shares on 2026-03-31, with a value of $7.4M on 2025-03-31. In the recent 180 days, EXENCIAL WEALTH ADVISORS, LLC has decreased its shares by 710. In the recent year, EXENCIAL WEALTH ADVISORS, LLC has decreased its shares by 1.2K.