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Ventas shares owned by Provence Wealth Management Group

Quarter-by-quarter ownership of Ventas (VTR) shares owned by Provence Wealth Management Group from 13F filings

Historical chart of Provence Wealth Management Group investment in Ventas

Tip: Access up to 7 years of quarterly data

All positions including Ventas held by Provence Wealth Management Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ventas by Provence Wealth Management Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.0k 41 49.83
2023-09-30 $1.7k 41 42.12

More positions owned by Provence Wealth Management Group

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Ishares Core MF Closed and MF Open (IUSB)
Microsoft Corporation (MSFT)
Ishares Tr Msci Usa Qlt Fct (QUAL)
NVIDIA Corporation (NVDA)
Ishares Tr Mbs Etf (MBB)
Wisdomtree Trust MF Closed and MF Open (DGRW)
Ishares Tr Esg Awr Msci Usa (ESGU)
Ishares Tr National Mun Etf (MUB)
Ishares Msci MF Closed and MF Open (EFG)
Amazon (AMZN)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Tesla Motors (TSLA)

View all positions for Provence Wealth Management Group

Top funds holding Ventas

Vanguard Group
Jpmorgan Chase & Co
Principal Financial Group
APG Asset Management US
Legal & General Group
Dimensional Fund Advisors
T. Rowe Price Associates
Norges Bank Investment Management
Charles Schwab Investment Management
Deutsche Bank Aktiengesellschaft
Ubs Global Asset Management Americas
Goldman Sachs Group
Bank of New York Mellon
Duff & Phelps Investment Management
CI Investments

View all funds holding Ventas