EXENCIAL WEALTH ADVISORS, LLC
Holdings in MEOH
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,813,972 | 45,669 | Shares | Sole | 2026-01-30 |
| 2025-09-30 | $1,715,803 | 43,154 | Shares | Sole | 2025-10-27 |
| 2025-06-30 | $826,871 | 24,981 | Shares | Sole | 2025-07-30 |
| 2025-03-31 | $825,808 | 23,534 | Shares | Sole | 2025-05-09 |
| 2023-09-30 | $752,695 | 16,708 | Shares | Sole | 2023-11-08 |
| 2023-06-30 | $645,537 | 15,604 | Shares | Sole | 2023-08-10 |
| 2021-03-31 | $211,600 | 5,750 | Shares | Sole | 2021-05-06 |