EXENCIAL WEALTH ADVISORS, LLC's ownership history for PLTR

EXENCIAL WEALTH ADVISORS, LLC currently holds 16.9K shares with a market value of $3.0M. It started holding PLTR on 2024-09-30. At its peak, it held 22.3K shares on 2025-06-30. Its highest holding value was $3.3M on 2025-09-30. At its lowest, it held 16.0K shares on 2024-09-30, with a value of $594.7K on 2024-09-30. In the recent 180 days, EXENCIAL WEALTH ADVISORS, LLC has decreased its shares by 5.3K. In the recent year, EXENCIAL WEALTH ADVISORS, LLC has decreased its shares by 245.

It has also owned 12 contracts of calls, with the market value of the underlying securities totaling $213.3K on 2025-12-31. At its peak, it held 12 contracts of calls on 2025-12-31 and it owned calls with the market value of the underlying securities totaling $213.3K on 2025-12-31. At its lowest, it held 12 contracts of calls on 2025-12-31 and it owned calls with the market value of the underlying securities totaling $213.3K on 2025-12-31.