EXENCIAL WEALTH ADVISORS, LLC
Position in TMF — Direxion Daily 20+ Year Treasury Bull 3X Shares
CIK 1576151
OKLAHOMA CITY, OK
All Filings in TMF
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $288,480 | 8,000 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $298,560 | 8,000 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $321,440 | 8,000 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $313,920 | 8,000 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $352,000 | 8,000 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $319,760 | 8,000 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $462,080 | 8,000 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $388,000 | 8,000 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $436,000 | 8,000 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $516,640 | 8,000 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||