PWMG
WLDR icon

Provence Wealth Management Group’s Simplify Affinity World Leaders Equity ETF WLDR Stock Holding History

Provence Wealth Management Group’s Portfolio WLDR Stock Details WLDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		$8.21K Hold
300
– – ﹤0.01% 319
2023
Q3 		$7.62K Buy
+300
New +$7.81K ﹤0.01% 319

Other funds holding WLDR

SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $1.98B AUM 19.96% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
MWM
Maripau Wealth Management Fort Wayne, Indiana $227M AUM 14.76% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return

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

Provence Wealth Management Group held its Simplify Affinity World Leaders Equity ETF (WLDR) position steady in Q4 2023 at 300 shares worth $8.21K. The position accounts for ﹤0.01% of the portfolio, ranked #319.

Provence Wealth Management Group first reported a position in WLDR in Q3 2023 and has held it in 2 quarters since. 12 funds tracked by Wall St. Rank hold WLDR as of Q4 2023.

  • Provence Wealth Management Group held 300 shares of Simplify Affinity World Leaders Equity ETF worth $8.21K as of Q4 2023.
  • Provence Wealth Management Group left its Simplify Affinity World Leaders Equity ETF share count unchanged in Q4 2023.
  • Simplify Affinity World Leaders Equity ETF made up ﹤0.01% of Provence Wealth Management Group's portfolio in Q4 2023, its #319 holding.
  • Provence Wealth Management Group first reported a position in Simplify Affinity World Leaders Equity ETF in Q3 2023 and has held it in 2 quarters since.
  • 12 funds tracked by Wall St. Rank held Simplify Affinity World Leaders Equity ETF as of Q4 2023.

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