13D/13G Filings - EXENCIAL WEALTH ADVISORS LLC

Real time Form 13D and 13G transaction reports:

  • Schedule 13D must be filed within ten days after a person or an organization acquires beneficial ownership of more than 5% of a voting class of a company's equity securities.
  • Due to inconsistent filing format, it is highly recommended that you read the orignal filing form.
  • Shares have beem adjusted for stock split.
"Insiders might sell their shares for any number of reasons, but they buy them for only one: they think the price will rise"
- Peter Lynch
What is insider trading>>
Time period
Reported
DateTime
Transaction
Date
TypeCompany
Symbol
Filed By
Symbol
Shares Owned
% Owned
Shares Vs. Prev ReportView
2025-02-12
3:06 pm
Purchase
2024-12-3113GProShares Merger ETF
MRGR
EXENCIAL WEALTH ADVISORS LLC24,477
8.900%
24,477increase
(New Position)
Filing
History
2024-11-01
1:45 pm
Sale
2024-09-3013GProShares Merger ETF
MRGR
EXENCIAL WEALTH ADVISORS LLC17,675
7.070%
-3,556decrease
(-16.75%)
Filing
History
2024-02-14
5:06 pm
Purchase
2023-12-3113GProShares Merger ETF
MRGR
EXENCIAL WEALTH ADVISORS LLC21,231
8.490%
21,231increase
(New Position)
Filing
History