ProVise Management Group, LLC
Holdings in PAGP
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $2,704,137 | 141,282 | Shares | Sole | 2026-01-29 |
| 2025-09-30 | $2,561,844 | 140,452 | Shares | Sole | 2025-11-13 |
| 2025-06-30 | $2,720,200 | 140,000 | Shares | Sole | 2025-08-08 |
| 2025-03-31 | $2,969,915 | 139,041 | Shares | Sole | 2025-05-08 |
| 2024-12-31 | $2,578,603 | 140,294 | Shares | Sole | 2025-02-11 |
| 2024-09-30 | $2,780,328 | 150,288 | Shares | Sole | 2024-11-12 |
| 2024-06-30 | $2,839,109 | 150,856 | Shares | Sole | 2024-08-12 |
| 2024-03-31 | $2,926,332 | 160,347 | Shares | Sole | 2024-05-09 |
| 2023-12-31 | $5,328,129 | 334,052 | Shares | Sole | 2024-02-09 |
| 2023-09-30 | $5,377,374 | 333,584 | Shares | Sole | 2023-11-08 |
| 2023-06-30 | $4,377,474 | 295,177 | Shares | Sole | 2023-08-24 |
| 2023-03-31 | $3,064,215 | 233,553 | Shares | Sole | 2023-05-08 |
| 2022-12-31 | $2,648,102 | 212,870 | Shares | Sole | 2023-02-10 |
| 2022-09-30 | $1,692,446 | 155,128 | Shares | Sole | 2022-11-09 |
| 2022-06-30 | $1,627,752 | 157,728 | Shares | Sole | 2022-08-08 |
| 2022-03-31 | $1,356,258 | 117,425 | Shares | Sole | 2022-04-27 |
| 2021-12-31 | $611,523 | 60,308 | Shares | Sole | 2022-01-18 |
| 2021-09-30 | $303,446 | 28,149 | Shares | Sole | 2021-10-20 |
| 2021-06-30 | $287,539 | 24,082 | Shares | Sole | 2021-08-06 |
| 2021-03-31 | $168,730 | 17,950 | Shares | Sole | 2021-04-22 |
| 2020-12-31 | $135,833 | 16,075 | Shares | Sole | 2021-01-19 |
| 2020-09-30 | $183,461 | 30,125 | Shares | Sole | 2020-10-26 |
| 2020-06-30 | $376,781 | 42,335 | Shares | Sole | 2020-08-07 |
| 2020-03-31 | $177,545 | 31,648 | Shares | Sole | 2020-05-07 |