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Provence Wealth Management Group’s Goldman Sachs Equal Weight US Large Cap Equity ETF GSEW Stock Holding History

Provence Wealth Management Group’s Portfolio GSEW Stock Details GSEW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		$33.5K Hold
500
– – 0.02% 234
2023
Q3 		$29.9K Buy
+500
New +$31.3K 0.02% 230

Other funds holding GSEW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
CFG
CKW Financial Group Honolulu, Hawaii $1.02B AUM 21.34% 1-Year Est. Return
GLR
Great Lakes Retirement Sandusky, Ohio $1.13B AUM 41.06% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Provence Wealth Management Group's GSEW Position: Q4 2023 in Review

Provence Wealth Management Group held its Goldman Sachs Equal Weight US Large Cap Equity ETF (GSEW) position steady in Q4 2023 at 500 shares worth $33.5K. The position accounts for 0.02% of the portfolio, ranked #234.

Provence Wealth Management Group first reported a position in GSEW in Q3 2023 and has held it in 2 quarters since. 93 funds tracked by Wall St. Rank hold GSEW as of Q4 2023.

  • Provence Wealth Management Group held 500 shares of Goldman Sachs Equal Weight US Large Cap Equity ETF worth $33.5K as of Q4 2023.
  • Provence Wealth Management Group left its Goldman Sachs Equal Weight US Large Cap Equity ETF share count unchanged in Q4 2023.
  • Goldman Sachs Equal Weight US Large Cap Equity ETF made up 0.02% of Provence Wealth Management Group's portfolio in Q4 2023, its #234 holding.
  • Provence Wealth Management Group first reported a position in Goldman Sachs Equal Weight US Large Cap Equity ETF in Q3 2023 and has held it in 2 quarters since.
  • 93 funds tracked by Wall St. Rank held Goldman Sachs Equal Weight US Large Cap Equity ETF as of Q4 2023.

Based on Provence Wealth Management Group's 13F filing for Q4 2023, filed 6 Feb 2024.