Exencial Wealth Advisors’s Fiserv FI Stock Holding History

Exencial Wealth Advisors’s Portfolio FI Stock Details FI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$465K	Buy
2025 Q2	$530K	Buy
2023 Q2	–	Sell
2023 Q1	$387K	Sell
2022 Q4	$467K	Buy
2022 Q3	$373K	Buy
2022 Q2	$346K	Buy
2022 Q1	$284K	Buy