Provenance Wealth Advisors, LLC BROOKFIELD CORPORATION CLASS A LTD VT SH (CANADA) Transaction History

Provenance Wealth Advisors, LLC

  • $695 Billion
  • Q1 2025
Number of Shares
4,144
Previous 6,421 35.46%
Holding current value
$217 Million
Previous $369 Million 41.12%
% of portfolio
0.03%
Previous 0.05%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Aug 15, 2025
SELL
N/A
-2,277 Reduced 35.46%
4,144 $217 Million
Q4 2024

Aug 15, 2025
SELL
N/A
-21,106 Reduced 76.67%
6,421 $369 Million
Q3 2024

Aug 15, 2025
SELL
N/A
-17 Reduced 0.06%
27,527 $1.46 Billion
Q2 2024

Aug 15, 2025
BUY
N/A
280 Added 1.03%
27,544 $1.14 Billion
Q1 2024

Aug 15, 2025
BUY
N/A
725 Added 2.73%
27,264 $1.14 Billion
Q4 2023

Aug 15, 2025
BUY
N/A
1,530 Added 6.12%
26,539 $1.06 Billion
Q3 2023

Aug 15, 2025
BUY
N/A
25,009 New
25,009 $782 Million
Track This Portfolio

Track Provenance Wealth Advisors, LLC Portfolio

Follow Provenance Wealth Advisors, 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 Provenance Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Provenance Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email