ProVise Management Group, LLC
Holdings in WEA
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,344,832 | 121,925 | Shares | Sole | 2026-01-29 |
| 2025-09-30 | $1,472,690 | 131,139 | Shares | Sole | 2025-11-13 |
| 2025-06-30 | $1,436,420 | 132,389 | Shares | Sole | 2025-08-08 |
| 2025-03-31 | $1,466,122 | 130,787 | Shares | Sole | 2025-05-08 |
| 2024-12-31 | $1,395,296 | 129,554 | Shares | Sole | 2025-02-11 |
| 2024-09-30 | $1,504,402 | 133,369 | Shares | Sole | 2024-11-12 |
| 2024-06-30 | $1,313,862 | 125,249 | Shares | Sole | 2024-08-12 |
| 2024-03-31 | $1,299,665 | 122,149 | Shares | Sole | 2024-05-09 |
| 2023-12-31 | $1,334,869 | 123,599 | Shares | Sole | 2024-02-09 |
| 2023-09-30 | $1,341,818 | 132,985 | Shares | Sole | 2023-11-08 |
| 2023-06-30 | $1,401,991 | 137,585 | Shares | Sole | 2023-08-24 |
| 2023-03-31 | $1,444,411 | 141,609 | Shares | Sole | 2023-05-08 |
| 2022-12-31 | $1,629,707 | 153,168 | Shares | Sole | 2023-02-10 |
| 2022-09-30 | $2,305,721 | 235,518 | Shares | Sole | 2022-11-09 |
| 2022-06-30 | $2,941,504 | 278,025 | Shares | Sole | 2022-08-08 |
| 2022-03-31 | $3,704,004 | 308,667 | Shares | Sole | 2022-04-27 |
| 2021-12-31 | $5,444,425 | 379,932 | Shares | Sole | 2022-01-18 |
| 2021-09-30 | $5,317,634 | 376,603 | Shares | Sole | 2021-10-20 |
| 2021-06-30 | $5,386,857 | 365,955 | Shares | Sole | 2021-08-06 |
| 2021-03-31 | $4,884,974 | 347,685 | Shares | Sole | 2021-04-22 |
| 2020-12-31 | $4,583,357 | 323,455 | Shares | Sole | 2021-01-19 |
| 2020-09-30 | $4,041,272 | 312,792 | Shares | Sole | 2020-10-26 |
| 2020-06-30 | $3,996,273 | 304,362 | Shares | Sole | 2020-08-07 |
| 2020-03-31 | $3,434,825 | 304,776 | Shares | Sole | 2020-05-07 |