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Renaissance Fds ipo etf shares owned by Provenance Wealth Advisors

Quarter-by-quarter ownership of Renaissance Fds ipo etf (IPO) shares owned by Provenance Wealth Advisors from 13F filings

Historical chart of Provenance Wealth Advisors investment in Renaissance Fds ipo etf

Tip: Access up to 7 years of quarterly data

All positions including Renaissance Fds ipo etf held by Provenance Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Renaissance Fds ipo etf by Provenance Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $15k 325 45.65
2025-09-30 $16k 325 49.56
2025-06-30 $15k 325 44.94
2025-03-31 $12k 325 37.55
2024-12-31 $14k 325 43.57

More positions owned by Provenance Wealth Advisors

Ishares Tr Core S&p Ttl Stk Core S&p Ttl Stk (ITOT)
Vaneck Morningstar Wide Moat Etf Mrngstr Wde Moat (MOAT)
Vanguard Total International Stock Etf Vg Tl Intl Stk F (VXUS)
J P Morgan Flexible Debt Etf Flexible Debt Et (JFLX)
Vanguard Dividend Appreciation Etf Div App Etf (VIG)
Jp Morgan Etf Active Growth Etf Active Growth (JGRO)
Ishares Tr Core Us Aggbd Et Core Us Aggbd Et (AGG)
Ishares Tr Msci Emg Mkt Etf Msci Emg Mkt Etf (EEM)
Ishares Tr Russell 3000 Etf Russell 3000 Etf (IWV)
Spdr S&p 500 Etf Tr Unit (SPY)
State Street Spdr Portfolio S&p 500 Value Etf State Street Spd (SPYV)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Ishares Tr Msci Eafe Etf Msci Eafe Etf (EFA)
Ishares Tr Rus 1000 Grw Etf Rus 1000 Grw Etf (IWF)

View all positions for Provenance Wealth Advisors

Top funds holding Renaissance Fds ipo etf

Goldman Sachs Group
Tradition Wealth Management
LPL Financial
Two Sigma Investments
Cetera Investment Advisers
SFI Advisors
Susquehanna International
Citadel Advisors
NTV Asset Management
UBS Group
Advisor Group Holdings
Kestra Private Wealth Services
Raymond James Financial
Jpmorgan Chase & Co
Leucadia National Corporation

View all funds holding Renaissance Fds ipo etf