Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
PROVENCE WEALTH MANAGEMENT GROUP 02-06-2024 12-31-2023 552 186,132,685
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
ALPHATEC HOLDINGS Common Stock 301 $64,973 4,300 0.00 0.00 0 0.00 12-31-2023
AFLAC INC Common Stock 302 $64,845 786 0.00 0.00 0 0.00 12-31-2023
ALPHABET INC Common Stock 303 $64,257 460 0.00 0.00 0 0.00 12-31-2023
ISHARES MICROCAP MF Closed and MF Open 304 $63,817 550 0.00 0.00 0 0.00 12-31-2023
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