EXENCIAL WEALTH ADVISORS, LLC's ownership history for NVDA


EXENCIAL WEALTH ADVISORS, LLC currently holds 344.9K shares with a market value of $60.1M. It started holding NVDA on 2024-09-30. At its peak, it held 344.9K shares on 2026-03-31. Its highest holding value was $60.1M on 2026-03-31. At its lowest, it held 179.7K shares on 2024-12-31, with a value of $24.1M on 2024-12-31. In the recent 180 days, EXENCIAL WEALTH ADVISORS, LLC has increased its shares by 73.3K. In the recent year, EXENCIAL WEALTH ADVISORS, LLC has increased its shares by 56.2K.

It has also owned 110 contracts of calls, with the market value of the underlying securities totaling $2.1M on 2024-09-30. At its peak, it held 545 contracts of calls on 2024-12-31 and it owned calls with the market value of the underlying securities totaling $7.3M on 2024-12-31. At its lowest, it held 110 contracts of calls on 2025-12-31 and it owned calls with the market value of the underlying securities totaling $2.1M on 2025-12-31. In the recent 180 days, EXENCIAL WEALTH ADVISORS, LLC has decreased its holdings by 80 contracts.

It has also owned 210 contracts of puts, with the market value of the underlying securities totaling $3.9M on 2025-12-31. At its peak, it held 210 contracts of puts on 2025-12-31 and it owned puts with the market value of the underlying securities totaling $3.9M on 2025-12-31. At its lowest, it held 210 contracts of puts on 2025-12-31 and it owned puts with the market value of the underlying securities totaling $3.9M on 2025-12-31.


EXENCIAL WEALTH ADVISORS, LLC's ownership history for NVDA
EXENCIAL WEALTH ADVISORS, LLC's ownership history for NVDA Call Options
EXENCIAL WEALTH ADVISORS, LLC's ownership history for NVDA Put Options