PWMG
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Provence Wealth Management Group’s Factset FDS Stock Holding History

Provence Wealth Management Group’s Portfolio FDS Stock Details FDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		$16.2K Hold
34
– – 0.01% 283
2023
Q3 		$14.9K Buy
+34
New +$14.9K 0.01% 277