Warren Averett Asset Management, LLC Wisdomtree U.S. Midcap Fund Transaction History
Warren Averett Asset Management, LLC
- $5.05 Billion
- Q2 2024
A detailed history of Warren Averett Asset Management, LLC transactions in Wisdomtree U.S. Midcap Fund stock. As of the latest transaction made, Warren Averett Asset Management, LLC holds 16,159 shares of EZM stock, worth $994,424. This represents 0.02% of its overall portfolio holdings.
Number of Shares
16,159
Previous 16,396
1.45%
Holding current value
$994,424
Previous $1 Million
6.7%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding EZM
# of Institutions
155Shares Held
7.42MCall Options Held
0Put Options Held
0-
Ubs Group Ag902KShares$55.5 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC598KShares$36.8 Million0.0% of portfolio
-
Truist Financial Corp498KShares$30.7 Million0.04% of portfolio
-
Davenport & CO LLC492KShares$30.3 Million0.18% of portfolio
-
Morgan Stanley New York, NY459KShares$28.2 Million0.0% of portfolio