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Institutional Investment Manager
ProVise Management Group, LLC
ProVise Management Group, LLC (CIK: 0001305707) incorporated in Florida, located at 611 Druid Road East, Clearwater, FL. Institutional holdings reported to the SEC.
Institutional Holdings (2014Q3)
Original 13F HR (0001085146-14-002129) filed in 2014.11.10
#
Name
Shares
Value ($)
%
Options
Notes
301 WISDOMTREE TR 64,056 5,014 1.09%
302 Walgreens 6,001 355 0.08%
303 Welltower Inc. 34,060 2,124 0.46%
304 YUM BRANDS INC 3,995 288 0.06%
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