Stock Transactions
Filing Period:
2026
2025
2024
Q1
Transaction Type:
Equity
Buy & Sell
Buy
Sell
Options
Put & Call
Put
Call
Fund
Previous Shares
Current Shares
Change in Shares
▲
▼
Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
Change in Weight (%)
▲
▼
Type
EXENCIAL WEALTH ADVISORS, LLC
3,644,861
8,377,559
+4,732,698
0.13
0.22
+0.09
buy
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