Warren Averett Asset Management, LLC First Trust Dorsey Wright Focu Transaction History
Warren Averett Asset Management, LLC
- $8.88 Billion
- Q2 2025
A detailed history of Warren Averett Asset Management, LLC transactions in First Trust Dorsey Wright Focu stock. As of the latest transaction made, Warren Averett Asset Management, LLC holds 5,285 shares of FV stock, worth $330,946. This represents 0.0% of its overall portfolio holdings.
Number of Shares
5,285
Previous 5,285
-0.0%
Holding current value
$330,946
Previous $289,000
8.3%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding FV
# of Institutions
346Shares Held
43.7MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY6.23MShares$390 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.42MShares$277 Million0.09% of portfolio
-
Wells Fargo & Company San Francisco, CA3.93MShares$246 Million0.05% of portfolio
-
Commonwealth Equity Services, LLC2.85MShares$179 Million0.22% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.36MShares$148 Million0.05% of portfolio