Warren Averett Asset Management, LLC Ishares Tr Transaction History
Warren Averett Asset Management, LLC
- $5.34 Billion
- Q3 2024
A detailed history of Warren Averett Asset Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Warren Averett Asset Management, LLC holds 17,203 shares of DVY stock, worth $2.38 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
17,203
Previous 13,039
31.93%
Holding current value
$2.38 Million
Previous $1.58 Million
47.31%
% of portfolio
0.04%
Previous 0.03%
Shares
11 transactions
Others Institutions Holding DVY
# of Institutions
1,359Shares Held
70.5MCall Options Held
1.1MPut Options Held
383K-
Bank Of America Corp Charlotte, NC8.33MShares$1.15 Billion0.09% of portfolio
-
Morgan Stanley New York, NY6.21MShares$861 Million0.06% of portfolio
-
International Assets Investment Management, LLC Orlando, FL4.37MShares$606 Million0.09% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA3.86MShares$535 Million0.33% of portfolio
-
Wells Fargo & Company San Francisco, CA3.69MShares$512 Million0.11% of portfolio