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Affinity World Leaders Equity shares owned by Provence Wealth Management Group

Quarter-by-quarter ownership of Affinity World Leaders Equity (WLDR) shares owned by Provence Wealth Management Group from 13F filings

Historical chart of Provence Wealth Management Group investment in Affinity World Leaders Equity

Tip: Access up to 7 years of quarterly data

All positions including Affinity World Leaders Equity 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 Affinity World Leaders Equity by Provence Wealth Management Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $8.2k 300 27.38
2023-09-30 $7.6k 300 25.39

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 Affinity World Leaders Equity

Sowell Financial Services
GeoWealth Management
Atria Investments
Signal Advisors Wealth
Maripau Wealth Management
Private Advisor
Flow Traders US
Townsquare Capital
Norden Group
Advisor Group Holdings
Assetmark
Nbc Securities
CWM
Morgan Stanley

View all funds holding Affinity World Leaders Equity