EXENCIAL WEALTH ADVISORS, LLC's ownership history for IVE

EXENCIAL WEALTH ADVISORS, LLC currently holds 38.1K shares with a market value of $8.1M. 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 38.1K shares on 2025-09-30, with a value of $7.4M on 2025-03-31. In the recent 180 days, EXENCIAL WEALTH ADVISORS, LLC has decreased its shares by 496. In the recent year, EXENCIAL WEALTH ADVISORS, LLC has decreased its shares by 873.