Provenance Wealth Advisors’s Ares Management ARES Stock Holding History

Provenance Wealth Advisors’s Portfolio ARES Stock Details ARES Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell
2025 Q1	$880	Hold
2024 Q4	$1.06K	Hold
2024 Q3	$935	Hold
2024 Q2	$800	Hold
2024 Q1	$798	Hold
2023 Q4	$714	Hold
2023 Q3	$617	Buy