Exencial Wealth Advisors, Llc - Significant Ownership

Signature - Title: Caleb Dillard - Chief Operations Officer, Member, and Elected Manager
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%	$1.06M	$46.8K	25.6K	+4.62%	EXENCIAL WEALTH ADVISORS, LLC	Mar 31, 2025

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