EXENCIAL WEALTH ADVISORS, LLC
CIK
0001576151
City
OKLAHOMA CITY
State / Country
OK
Holdings in MUFG
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $3,296,881 | 207,874 | Shares | Sole | 2026-01-30 |
| 2025-09-30 | $3,126,551 | 196,145 | Shares | Sole | 2025-10-27 |
| 2025-06-30 | $2,524,740 | 184,019 | Shares | Sole | 2025-07-30 |
| 2025-03-31 | $2,349,784 | 172,398 | Shares | Sole | 2025-05-09 |
| 2024-12-31 | $2,308,687 | 196,987 | Shares | Sole | 2025-02-06 |
| 2024-09-30 | $1,978,320 | 194,334 | Shares | Sole | 2024-10-31 |
| 2024-06-30 | $1,154,574 | 106,905 | Shares | Sole | 2024-08-12 |
| 2024-03-31 | $1,114,179 | 108,913 | Shares | Sole | 2024-05-10 |