Warren Averett Asset Management, LLC Wisdomtree U.S. Midcap Fund Transaction History
Warren Averett Asset Management, LLC
- $5.34 Billion
- Q3 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 15,521 shares of EZM stock, worth $982,168. This represents 0.02% of its overall portfolio holdings.
Number of Shares
15,521
Previous 16,159
3.95%
Holding current value
$982,168
Previous $933,000
3.64%
% of portfolio
0.02%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding EZM
# of Institutions
154Shares Held
7.41MCall Options Held
0Put Options Held
0-
Ubs Group Ag898KShares$56.9 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC605KShares$38.3 Million0.0% of portfolio
-
Davenport & CO LLC516KShares$32.7 Million0.19% of portfolio
-
Truist Financial Corp478KShares$30.3 Million0.05% of portfolio
-
Morgan Stanley New York, NY476KShares$30.1 Million0.0% of portfolio