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Company Main View
Name:
Provident Wealth Management LLC
City:
BRENTWOOD
State:
TN
Zip:
37027
Achive data
View Filing Period:
Current Quarter
2023-12-31
2023-09-30
2023-06-30
2023-03-31
2022-12-31
2022-09-30
2022-06-30
2022-03-31
2021-12-31
2021-09-30
2021-06-30
2021-03-31
2020-12-31
2020-09-30
2020-06-30
2020-03-31
2019-12-31
Portfolio Summary
View Filing
Filing Report Date :
2024-03-31
Total Value :
$267,019,000
Total Value Change :
$38,885,000
Securities Held Change :
22
All Securities Held :
110
New Positions
:
24
Closed Positions
:
3
Increased Positions
:
34
Unchanged Positions
:
31
Decreased Positions
:
21
Download
Free Registration Required For Full Results
Holdings Found :
3
View All Holdings
Currently Viewing:
Closed Positions
Page 1 of 1
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Ticker
Company Name
Position
Rank
New/Closed
Postion
Last
Close
Value
Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
% of Company
Industry
KMLM
Kfa Mount Lucas Index Strat...
108
Closed
$0.00
$0
0
0%
-629,000
-21,817
0
N/A
CDC
Victory CEMP US EQ Inc Enh ...
113
Closed
$59.14
$0
0
0%
-6,433,000
-113,711
0
N/A
BOAT
Sonicshares Global Shipping...
109
Closed
$0.00
$0
0
0%
-1,627,000
-54,377
0
N/A
3
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
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