Exencial Wealth Advisors, LLC JPMORGAN CHASE & CO Transaction History

Exencial Wealth Advisors, LLC

  • $2.66 Billion
  • Q4 2024

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2020

Feb 11, 2021
SELL
N/A
-148,119 Closed
0 $0
Q3 2020

Nov 13, 2020
BUY
N/A
148,119 New
148,119 $4.05 Million
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