Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001576151-24-000005
Filing Date
2024-08-12
Accepted
2024-08-12 14:53:37
Documents
2
Period of Report
2024-06-30
Effectiveness Date
2024-08-12

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 2031
2 ew13fq22024.html INFORMATION TABLE  
2 ew13fq22024.xml INFORMATION TABLE 258578
  Complete submission text file 0001576151-24-000005.txt   261882
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)

EIN.: 473558396 | Fiscal Year End: 1231
Type: 13F-HR | Act: 34 | File No.: 028-15490 | Film No.: 241196309