PWA
AD

Provenance Wealth Advisors’s Array Digital Infrastructure AD Stock Holding History

Provenance Wealth Advisors’s Portfolio AD Stock Details AD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-200
Closed -$10.7K – 437
2025
Q4 		$10.7K Hold
200
– – ﹤0.01% 298
2025
Q3 		$10K Hold
200
– – ﹤0.01% 324
2025
Q2 		$12.8K Hold
200
– – ﹤0.01% 300
2025
Q1 		$13.8K Hold
200
– – ﹤0.01% 305
2024
Q4 		$12.5K Hold
200
– – ﹤0.01% 299
2024
Q3 		$10.9K Hold
200
– – ﹤0.01% 331
2024
Q2 		$11.2K Hold
200
– – ﹤0.01% 291
2024
Q1 		$7.3K Hold
200
– – ﹤0.01% 337
2023
Q4 		$8.31K Buy
+200
New +$8.47K ﹤0.01% 328

Other funds holding AD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return
NM
Newtyn Management New York $936M AUM 27.23% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $5.91B AUM 42.97% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM