Exencial Wealth Advisors, LLC Goldman Sachs Tr Eql Weight Us Transaction History
Exencial Wealth Advisors, LLC
- $2.97 Billion
- Q3 2025
A detailed history of Exencial Wealth Advisors, LLC transactions in Goldman Sachs Tr Eql Weight Us stock. As of the latest transaction made, Exencial Wealth Advisors, LLC holds 11,609 shares of GSEW stock, worth $969,815. This represents 0.03% of its overall portfolio holdings.
Number of Shares
11,609
Previous 11,609
-0.0%
Holding current value
$969,815
Previous $946,000
4.33%
% of portfolio
0.03%
Previous 0.03%
Shares
4 transactions
Others Institutions Holding GSEW
# of Institutions
167Shares Held
11.9MCall Options Held
0Put Options Held
0-
Integrated Wealth Concepts LLC1.36MShares$113 Million1.14% of portfolio
-
Members Trust CO1.1MShares$92.2 Million3.07% of portfolio
-
Morgan Stanley New York, NY724KShares$60.5 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC659KShares$55.1 Million0.0% of portfolio
-
Aptus Capital Advisors, LLC563KShares$47.1 Million0.38% of portfolio