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
FIRST TRUST MF Closed and MF Open 501 $5,218 68 0.00 0.00 0 0.00 12-31-2023
ISHARES JP MF Closed and MF Open 502 $5,182 117 0.00 0.00 0 0.00 12-31-2023
JPMORGAN MF Closed and MF Open 503 $5,174 103 0.00 0.00 0 0.00 12-31-2023
VANGUARD ESG MF Closed and MF Open 504 $5,104 60 0.00 0.00 0 0.00 12-31-2023
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