EXENCIAL WEALTH ADVISORS, LLC
Holdings in INVX
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $630,533 | 28,831 | Shares | Sole | 2026-01-30 |
| 2025-09-30 | $608,130 | 32,801 | Shares | Sole | 2025-10-27 |
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $630,533 | 28,831 | Shares | Sole | 2026-01-30 |
| 2025-09-30 | $608,130 | 32,801 | Shares | Sole | 2025-10-27 |