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Provenance Wealth Advisors, LLC → LZ

Provenance Wealth Advisors, LLC LZ Position History

LegalZoom.com, Inc. • Financial Services

Quarters held
1
Latest value
$2K
Q3 2026
Peak value
$2K
First seen
Q3 2026

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$2K425——

Other funds holding LZ

Other Provenance Wealth Advisors, LLC positions

ETHA

ISHARES TR

$276.1M
ETHA

ISHARES TR CORE S&P TTL STK

$245.5M
ETHA

ISHARES TR CORE S&P TTL STK

$239.9M
ETHA

ISHARES TR CORE S&P TTL STK

$238.9M
ETHA

ISHARES TR CORE S&P TTL STK

$215.1M
VGES

VANGUARD STAR FDS

$93M
HODL

VANECK MORNINGSTAR WIDE MOAT ETF

$92.3M
HODL

VANECK MORNINGSTAR WIDE MOAT ETF

$90.5M
Provenance Wealth Advisors, LLC LZ Holdings: 13F Position History | Track13F