EXENCIAL WEALTH ADVISORS, LLC's ownership history for PANW

EXENCIAL WEALTH ADVISORS, LLC currently holds 5.1K shares with a market value of $811.2K. It started holding PANW on 2024-09-30. At its peak, it held 8.2K shares on 2025-12-31. Its highest holding value was $1.5M on 2025-12-31. At its lowest, it held 3.3K shares on 2024-09-30, with a value of $811.2K on 2026-03-31. In the recent 180 days, EXENCIAL WEALTH ADVISORS, LLC has decreased its shares by 2.1K. In the recent year, EXENCIAL WEALTH ADVISORS, LLC has decreased its shares by 1.5K.

It has also owned 8 contracts of calls, with the market value of the underlying securities totaling $273.4K on 2024-09-30. At its peak, it held 8 contracts of calls on 2024-09-30 and it owned calls with the market value of the underlying securities totaling $273.4K on 2024-09-30. At its lowest, it held 8 contracts of calls on 2024-09-30 and it owned calls with the market value of the underlying securities totaling $273.4K on 2024-09-30.