Exencial Wealth Advisors, LLC Alps ETF Tr Medical Breakthrou Transaction History

Exencial Wealth Advisors, LLC

  • $2.97 Billion
  • Q3 2025

A detailed history of Exencial Wealth Advisors, LLC transactions in Alps ETF Tr Medical Breakthrou stock. As of the latest transaction made, Exencial Wealth Advisors, LLC holds 7,853 shares of SBIO stock, worth $362,023. This represents 0.01% of its overall portfolio holdings.

Number of Shares
7,853
Previous 7,735 1.53%
Holding current value
$362,023
Previous $232,000 31.47%
% of portfolio
0.01%
Previous 0.01%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025
BUY
$29.94 - $38.85 $3,532 - $4,584
118 Added 1.53%
7,853 $305,000
Q2 2025

Jul 30, 2025
SELL
$23.59 - $31.76 $44,066 - $59,327
-1,868 Reduced 19.45%
7,735 $232,000
Q1 2025

May 09, 2025
SELL
$28.52 - $33.83 $9,554 - $11,333
-335 Reduced 3.37%
9,603 $273,000
Q4 2024

Feb 06, 2025
BUY
$33.03 - $42.43 $4,426 - $5,685
134 Added 1.37%
9,938 $328,000
Q3 2024

Oct 31, 2024
SELL
$32.77 - $38.87 $15,958 - $18,929
-487 Reduced 4.73%
9,804 $365,000
Q2 2024

Aug 12, 2024
SELL
$31.53 - $35.26 $21,251 - $23,765
-674 Reduced 6.15%
10,291 $345,000
Q1 2024

May 10, 2024
SELL
$31.51 - $38.69 $34,755 - $42,675
-1,103 Reduced 9.14%
10,965 $391,000
Q4 2023

Feb 13, 2024
SELL
$23.51 - $33.51 $4,631 - $6,601
-197 Reduced 1.61%
12,068 $397,000
Q3 2023

Nov 08, 2023
BUY
$26.83 - $32.52 $2,119 - $2,569
79 Added 0.65%
12,265 $333,000
Q2 2023

Aug 10, 2023
SELL
$26.64 - $33.63 $16,783 - $21,186
-630 Reduced 4.92%
12,186 $384,000
Q1 2023

May 02, 2023
SELL
$26.45 - $33.0 $32,745 - $40,854
-1,238 Reduced 8.81%
12,816 $348,000
Q4 2022

Feb 14, 2023
BUY
$28.38 - $31.77 $2,923 - $3,272
103 Added 0.74%
14,054 $426,000
Q3 2022

Nov 08, 2022
SELL
$28.48 - $35.46 $13,898 - $17,304
-488 Reduced 3.38%
13,951 $420,000
Q2 2022

Aug 11, 2022
BUY
$23.99 - $36.16 $5,421 - $8,172
226 Added 1.59%
14,439 $400,000
Q1 2022

May 12, 2022
BUY
$30.72 - $43.51 $101,068 - $143,147
3,290 Added 30.12%
14,213 $478,000
Q4 2021

Feb 10, 2022
BUY
$40.31 - $49.48 $440,306 - $540,470
10,923 New
10,923 $461,000
Q3 2021

Nov 04, 2021
SELL
$41.55 - $49.93 $363,645 - $436,987
-8,752 Closed
0 $0
Q2 2021

Aug 16, 2021
BUY
$44.03 - $50.74 $100,696 - $116,042
2,287 Added 35.38%
8,752 $428,000
Q1 2021

May 06, 2021
BUY
$47.89 - $63.63 $11,349 - $15,080
237 Added 3.81%
6,465 $325,000
Q4 2020

Feb 11, 2021
SELL
$40.56 - $54.61 $311,135 - $418,913
-7,671 Reduced 55.19%
6,228 $319,000
Q3 2020

Nov 13, 2020
BUY
$38.39 - $43.9 $262,395 - $300,056
6,835 Added 96.76%
13,899 $572,000
Q2 2020

Aug 17, 2020
BUY
$29.6 - $44.14 $209,094 - $311,804
7,064 New
7,064 $295,000

Others Institutions Holding SBIO

# of Institutions
43
Shares Held
2.47M
Call Options Held
0
Put Options Held
0
View Full List

About ALPS ETF TR MEDICAL BREAKTHROU

SBIO Quotes by TradingView
  • Ticker SBIO
  • Sector ETFs
  • Industry ETFs
More about SBIO
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