EXENCIAL WEALTH ADVISORS, LLC 13D and 13G filings for ProShares Merger ETF:
- 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.
- Shares have been adjusted for stock splits.
| Reported DateTime |
Transaction Date |
Type | Company Symbol |
Filed By Symbol |
Shares Owned % Owned |
Shares Vs. Prev Report | View |
| 2025-04-03 5:28 pm Purchase |
2025-03-31 | 13G | ProShares Merger ETF MRGR |
EXENCIAL WEALTH ADVISORS, LLC | 25,607 10.300% |
1,130 (+4.62%) |
Filing |
| 2025-02-12 3:06 pm Purchase |
2024-12-31 | 13G | ProShares Merger ETF MRGR |
EXENCIAL WEALTH ADVISORS, LLC | 24,477 8.900% |
24,477 (New Position) |
Filing |
| 2024-11-01 1:45 pm Sale |
2024-09-30 | 13G | ProShares Merger ETF MRGR |
EXENCIAL WEALTH ADVISORS, LLC | 17,675 7.070% |
-3,556 (-16.75%) |
Filing |
| 2024-02-14 5:06 pm Purchase |
2023-12-31 | 13G | ProShares Merger ETF MRGR |
EXENCIAL WEALTH ADVISORS, LLC | 21,231 8.490% |
21,231 (New Position) |
Filing |