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
ZSCALER INC Common Stock 401 $17,725 80 0.00 0.00 0 0.00 12-31-2023
BP PLC Common Stock 402 $17,700 500 0.00 0.00 0 0.00 12-31-2023
ABBOTT LABORATORIES Common Stock 403 $17,611 160 0.00 0.00 0 0.00 12-31-2023
THERMO FISHER Common Stock 404 $17,516 33 0.00 0.00 0 0.00 12-31-2023
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