Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
PROVISE MANAGEMENT GROUP LLC 02-09-2024 12-31-2023 342 1,179,617,336
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
ISHARES TR CORE DIV GRWTH 1 $39,013,561 724,890 0.00 0.00 44,409 6.53 12-31-2023
MICROSOFT CORP COM 2 $36,309,845 96,558 0.00 0.00 1,284 1.35 12-31-2023
VANGUARD SPECIALIZED FUNDS DIV APP ETF 3 $33,339,834 195,656 0.00 0.00 62 0.03 12-31-2023
SCHWAB STRATEGIC TR US LCAP GR ETF 4 $22,849,388 275,427 0.00 0.00 -5,137 -1.83 12-31-2023
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