Warren Averett Asset Management, LLC Wisdomtree Tr U.S. Smallcap Di Transaction History
Warren Averett Asset Management, LLC
- $4.21 Billion
- Q1 2024
A detailed history of Warren Averett Asset Management, LLC transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Warren Averett Asset Management, LLC holds 14,551 shares of DES stock, worth $453,263. This represents 0.01% of its overall portfolio holdings.
Number of Shares
14,551Holding current value
$453,263% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding DES
# of Institutions
344Shares Held
29.7MCall Options Held
50.7KPut Options Held
0-
Bank Of America Corp Charlotte, NC2.36MShares$73.6 Million0.01% of portfolio
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Morgan Stanley New York, NY2.22MShares$69.2 Million0.01% of portfolio
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Ubs Group Ag1.93MShares$60.1 Million0.02% of portfolio
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Lpl Financial LLC Fort Mill, SC1.64MShares$51.2 Million0.03% of portfolio
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Creative Planning Overland Park, KS1.52MShares$47.3 Million0.06% of portfolio