ProVise Management Group, LLC
CIK
0001305707
City
CLEARWATER
State / Country
FL
Holdings in FRA
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $289,116 | 24,543 | Shares | Sole | 2026-01-29 |
| 2025-09-30 | $335,909 | 25,879 | Shares | Sole | 2025-11-13 |
| 2025-06-30 | $340,050 | 25,879 | Shares | Sole | 2025-08-08 |
| 2025-03-31 | $347,276 | 26,879 | Shares | Sole | 2025-05-08 |
| 2024-12-31 | $403,480 | 29,344 | Shares | Sole | 2025-02-11 |
| 2024-09-30 | $452,205 | 34,258 | Shares | Sole | 2024-11-12 |
| 2024-06-30 | $445,226 | 34,407 | Shares | Sole | 2024-08-12 |
| 2024-03-31 | $449,706 | 34,807 | Shares | Sole | 2024-05-09 |
| 2023-12-31 | $453,316 | 35,807 | Shares | Sole | 2024-02-09 |
| 2023-09-30 | $471,445 | 37,357 | Shares | Sole | 2023-11-08 |
| 2023-06-30 | $462,539 | 37,882 | Shares | Sole | 2023-08-24 |
| 2023-03-31 | $464,571 | 39,707 | Shares | Sole | 2023-05-08 |
| 2022-12-31 | $475,532 | 42,232 | Shares | Sole | 2023-02-10 |
| 2022-09-30 | $560,067 | 50,869 | Shares | Sole | 2022-11-09 |
| 2022-06-30 | $686,156 | 60,242 | Shares | Sole | 2022-08-08 |
| 2022-03-31 | $834,477 | 64,092 | Shares | Sole | 2022-04-27 |
| 2021-12-31 | $968,128 | 72,087 | Shares | Sole | 2022-01-18 |
| 2021-09-30 | $964,217 | 72,172 | Shares | Sole | 2021-10-20 |
| 2021-06-30 | $966,746 | 72,962 | Shares | Sole | 2021-08-06 |
| 2021-03-31 | $964,145 | 74,165 | Shares | Sole | 2021-04-22 |
| 2020-12-31 | $907,099 | 74,905 | Shares | Sole | 2021-01-19 |
| 2020-09-30 | $894,240 | 77,760 | Shares | Sole | 2020-10-26 |
| 2020-06-30 | $940,752 | 84,146 | Shares | Sole | 2020-08-07 |
| 2020-03-31 | $1,049,058 | 104,801 | Shares | Sole | 2020-05-07 |