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EXENCIAL WEALTH ADVISORS, LLC

Position in KAT — Scharf ETF

CIK 1576151 OKLAHOMA CITY, OK

All Filings in KAT

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3 filing rows on record
Report Date Value (USD) Shares
2026-03-31 KAT $275,746 5,145
2025-12-31 KAT $282,980 5,145
2025-09-30 KAT $289,524 5,145