EXENCIAL WEALTH ADVISORS, LLC's ownership history for PDBC


EXENCIAL WEALTH ADVISORS, LLC currently holds 1.0M shares with a market value of $13.7M. It started holding PDBC on 2024-09-30. At its peak, it held 1.1M shares on 2024-09-30. Its highest holding value was $14.1M on 2024-09-30. At its lowest, it held 926.6K shares on 2024-12-31, with a value of $12.0M on 2024-12-31. In the recent 180 days, EXENCIAL WEALTH ADVISORS, LLC has increased its shares by 89.4K. In the recent year, EXENCIAL WEALTH ADVISORS, LLC has increased its shares by 111.0K.


EXENCIAL WEALTH ADVISORS, LLC's ownership history for PDBC