EDGAR Filing Documents for 0001389256-24-000008

Form 13F-HR - Quarterly report filed by institutional managers, Holdings:

SEC Accession No. 0001389256-24-000008

Filing Date

2024-02-13

Accepted

2024-02-13 17:20:05

Documents

Period of Report

2023-12-31

Effectiveness Date

2024-02-13

Document Format Files

Seq	Description	Document	Type	Size
1		primary_doc.html	13F-HR
1		primary_doc.xml	13F-HR	2030
2		ewa13fq42023.html	INFORMATION TABLE
2		ewa13fq42023.xml	INFORMATION TABLE	254789
	Complete submission text file	0001389256-24-000008.txt		258092

Mailing Address 9108 N. KELLEY AVE. OKLAHOMA CITY OK 73131

Business Address 9108 N. KELLEY AVE. OKLAHOMA CITY OK 73131 405-478-1971

EXENCIAL WEALTH ADVISORS, LLC (Filer) CIK: 0001576151 (see all company filings)

IRS No.: 473558396 | Fiscal Year End: 1231
Type: 13F-HR | Act: 34 | File No.: 028-15490 | Film No.: 24630065