EXENCIAL WEALTH ADVISORS, LLC's ownership history for DFIP


EXENCIAL WEALTH ADVISORS, LLC currently holds 44.6K shares with a market value of $1.9M. It started holding DFIP on 2024-09-30. At its peak, it held 46.8K shares on 2025-03-31. Its highest holding value was $2.0M on 2025-03-31. At its lowest, it held 21.9K shares on 2024-09-30, with a value of $924.8K on 2024-09-30. In the recent 180 days, EXENCIAL WEALTH ADVISORS, LLC has increased its shares by 974. In the recent year, EXENCIAL WEALTH ADVISORS, LLC has increased its shares by 1.2K.


EXENCIAL WEALTH ADVISORS, LLC's ownership history for DFIP