EXENCIAL WEALTH ADVISORS, LLC's ownership history for TIP


EXENCIAL WEALTH ADVISORS, LLC currently holds 30.4K shares with a market value of $3.3M. It started holding TIP on 2024-09-30. At its peak, it held 30.4K shares on 2025-12-31. Its highest holding value was $3.3M on 2025-12-31. At its lowest, it held 29.0K shares on 2025-03-31, with a value of $3.2M on 2024-12-31. In the recent 180 days, EXENCIAL WEALTH ADVISORS, LLC has increased its shares by 1.2K. In the recent year, EXENCIAL WEALTH ADVISORS, LLC has increased its shares by 498.


EXENCIAL WEALTH ADVISORS, LLC's ownership history for TIP