Provenance Wealth Advisors, LLC's ownership history for ISRG

Provenance Wealth Advisors, LLC currently holds 506 shares with a market value of $226.3K. It started holding ISRG on 2023-09-30. At its peak, it held 532 shares on 2025-06-30. Its highest holding value was $289.1K on 2025-06-30. At its lowest, it held 162 shares on 2023-09-30, with a value of $47.4K on 2023-09-30. In the recent 180 days, Provenance Wealth Advisors, LLC has increased its shares by 165. In the recent year, Provenance Wealth Advisors, LLC has increased its shares by 191.