EXENCIAL WEALTH ADVISORS, LLC's ownership history for WM

EXENCIAL WEALTH ADVISORS, LLC currently holds 24.9K shares with a market value of $5.5M. It started holding WM on 2024-09-30. At its peak, it held 28.0K shares on 2024-09-30. Its highest holding value was $6.2M on 2025-03-31. At its lowest, it held 24.9K shares on 2025-12-31, with a value of $5.5M on 2024-12-31. In the recent 180 days, EXENCIAL WEALTH ADVISORS, LLC has decreased its shares by 62. In the recent year, EXENCIAL WEALTH ADVISORS, LLC has decreased its shares by 2.1K.