Back to WERN

Provenance Wealth Advisors, LLC → WERN

Provenance Wealth Advisors, LLC WERN Position History

Werner Enterprises, Inc.

Quarters held
1
Latest value
$4K
Q3 2026
Peak value
$4K
First seen
Q3 2026

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$4K124——

Other funds holding WERN

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 WERN Holdings: 13F Position History | Track13F