Warren Averett Asset Management, LLC Wisdomtree Tr U.S Transaction History
Warren Averett Asset Management, LLC
- $5.34 Billion
- Q3 2024
A detailed history of Warren Averett Asset Management, LLC transactions in Wisdomtree Tr U.S stock. As of the latest transaction made, Warren Averett Asset Management, LLC holds 10,615 shares of DHS stock, worth $1.07 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
10,615
Previous 10,611
0.04%
Holding current value
$1.07 Million
Previous $897,000
10.93%
% of portfolio
0.02%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding DHS
# of Institutions
223Shares Held
5.72MCall Options Held
0Put Options Held
0-
Cwm, LLC911KShares$91.5 Million0.37% of portfolio
-
Wells Fargo & Company San Francisco, CA427KShares$42.9 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC393KShares$39.5 Million0.02% of portfolio
-
Linscomb & Williams, Inc. Houston, TX357KShares$35.8 Million1.67% of portfolio
-
Cetera Investment Advisers Schaumburg, IL350KShares$35.2 Million0.07% of portfolio