Warren Averett Asset Management, LLC Ea Ser Tr Alpha Architect Intl Transaction History
Warren Averett Asset Management, LLC
- $4.21 Billion
- Q1 2024
A detailed history of Warren Averett Asset Management, LLC transactions in Ea Ser Tr Alpha Architect Intl stock. As of the latest transaction made, Warren Averett Asset Management, LLC holds 8,521 shares of IVAL stock, worth $214,899. This represents 0.01% of its overall portfolio holdings.
Number of Shares
8,521
Previous 8,521
-0.0%
Holding current value
$214,899
Previous $213,000
7.51%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding IVAL
# of Institutions
36Shares Held
3.58MCall Options Held
0Put Options Held
0-
Revolve Wealth Partners, LLC1.13MShares$28.5 Million5.43% of portfolio
-
Empirical Finance, LLC590KShares$14.9 Million0.98% of portfolio
-
Ea Series Trust Havertown, PA460KShares$11.6 Million0.39% of portfolio
-
Ethos Financial Group, LLC King Of Prussia, PA297KShares$7.5 Million1.52% of portfolio
-
One Plus One Wealth Management, LLC214KShares$5.4 Million3.32% of portfolio