EXENCIAL WEALTH ADVISORS, LLC - Significant Ownership

Signature - Title
Caleb Dillard - Chief Operations Officer
Location
Oklahoma City, OK
Summary
This page shows a list of all the recent SCHEDULE 13D/G filings made by EXENCIAL WEALTH ADVISORS, LLC.

Significant Ownership of EXENCIAL WEALTH ADVISORS, LLC

Sym Company Class Ownership Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
MRGR PROSHARES TRUST ProShares Merger ETF 10.3% $1.07M 25.6K EXENCIAL WEALTH ADVISORS, LLC Mar 31, 2025

Schedules 13D/G Reported by EXENCIAL WEALTH ADVISORS, LLC:

Sym Target Class Ownership Change Current Shares Change Value Reporting name Form Report Period Date Filed
* An asterisk sign (*) next to the price indicates that the price is likely invalid.