EXENCIAL WEALTH ADVISORS, LLC's ownership history for XLY

EXENCIAL WEALTH ADVISORS, LLC currently holds 7.3K shares with a market value of $796.3K. It started holding XLY on 2024-09-30. At its peak, it held 7.3K shares on 2026-03-31. Its highest holding value was $837.4K on 2025-09-30. At its lowest, it held 3.4K shares on 2024-09-30, with a value of $681.5K on 2024-09-30. In the recent 180 days, EXENCIAL WEALTH ADVISORS, LLC has increased its shares by 3.8K. In the recent year, EXENCIAL WEALTH ADVISORS, LLC has increased its shares by 3.8K.