Exencial Wealth Advisors, LLC SPDR SERIES TRUST Transaction History

Exencial Wealth Advisors, LLC

  • $2.66 Billion
  • Q4 2024

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2020

May 15, 2020
SELL
N/A
-51,190 Closed
0 $0
Q4 2019

Feb 14, 2020
SELL
N/A
-7,420 Reduced 12.66%
51,190 $1.21 Million
Q3 2019

Nov 13, 2019
BUY
N/A
490 Added 0.84%
58,610 $1.31 Million
Q1 2019

May 08, 2019
BUY
N/A
17,500 Added 43.08%
58,120 $1.79 Million
Q4 2018

Feb 06, 2019
BUY
N/A
40,620 New
40,620 $1.08 Million
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