Warren Averett Asset Management, LLC Wisdomtree Tr U.S Transaction History

Warren Averett Asset Management, LLC

  • $7.99 Billion
  • Q1 2025

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 10,287 shares of DHS stock, worth $1.01 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
10,287
Previous 10,459 1.64%
Holding current value
$1.01 Million
Previous $976,000 4.51%
% of portfolio
0.01%
Previous 0.02%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
SELL
$91.55 - $99.74 $15,746 - $17,155
-172 Reduced 1.64%
10,287 $1.02 Million
Q4 2024

Feb 14, 2025
SELL
$92.66 - $100.58 $14,454 - $15,690
-156 Reduced 1.47%
10,459 $976,000
Q3 2024

Nov 14, 2024
BUY
$83.9 - $93.83 $335 - $375
4 Added 0.04%
10,615 $995,000
Q2 2024

Aug 14, 2024
SELL
$81.94 - $87.24 $83,824 - $89,246
-1,023 Reduced 8.79%
10,611 $897,000
Q1 2024

May 15, 2024
BUY
$79.77 - $86.66 $928,044 - $1.01 Million
11,634 New
11,634 $1.01 Million

Others Institutions Holding DHS

# of Institutions
253
Shares Held
6.4M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR U.S

DHS Quotes by TradingView
  • Ticker DHS
  • Sector ETFs
  • Industry ETFs
More about DHS
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