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 |