A detailed history of Integrated Wealth Concepts LLC transactions in Provident Bancorp, Inc. stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 20,000 shares of PVBC stock, worth $205,600. This represents 0.0% of its overall portfolio holdings.

Number of Shares
20,000
Previous 20,000 -0.0%
Holding current value
$205,600
Previous $182,000 11.54%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 15, 2023

SELL
$5.8 - $8.46 $133 - $194
-23 Reduced 0.11%
20,000 $165,000
Q4 2022

Feb 13, 2023

BUY
$6.22 - $15.08 $124,543 - $301,946
20,023 New
20,023 $146,000

Others Institutions Holding PVBC

About Provident Bancorp, Inc.


  • Ticker PVBC
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Banks—Regional
  • Shares Outstandng 17,718,500
  • Market Cap $182M
  • Description
  • Provident Bancorp, Inc. operates as the bank holding company for The Provident Bank that provides various financial services to individuals and small businesses in the United States. It offers checking, term certificate, negotiable order of withdrawal, money market, and savings accounts, as well as certificates of deposit. The company also provi...
More about PVBC
Track This Portfolio

Track Integrated Wealth Concepts LLC Portfolio

Follow Integrated Wealth Concepts LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Integrated Wealth Concepts LLC, based on Form 13F filings with the SEC.

News

Stay updated on Integrated Wealth Concepts LLC with notifications on news.