Exencial Wealth Advisors, LLC SIMPLIFY EXCHANGE TRADED FUN Transaction History

Exencial Wealth Advisors, LLC

  • $2.66 Billion
  • Q4 2024
Number of Shares
10,868
Previous 10,660 1.95%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 06, 2025
BUY
N/A
208 Added 1.95%
10,868 $0
Q3 2024

Oct 31, 2024
BUY
N/A
10,660 New
10,660 $0
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