Warren Averett Asset Management, LLC Unified Ser Tr Ballast Small/M Transaction History
Warren Averett Asset Management, LLC
- $5.05 Billion
- Q2 2024
A detailed history of Warren Averett Asset Management, LLC transactions in Unified Ser Tr Ballast Small/M stock. As of the latest transaction made, Warren Averett Asset Management, LLC holds 71,347 shares of MGMT stock, worth $2.91 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
71,347
Previous 51,867
37.56%
Holding current value
$2.91 Million
Previous $1.97 Million
30.16%
% of portfolio
0.05%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding MGMT
# of Institutions
41Shares Held
2.9MCall Options Held
0Put Options Held
0-
Consolidated Planning Corp Atlanta, GA541KShares$22.1 Million3.44% of portfolio
-
High Tower Advisors, LLC Chicago, IL532KShares$21.7 Million0.03% of portfolio
-
Stifel Financial Corp St. Louis, MO318KShares$13 Million0.01% of portfolio
-
Lokken Investment Group LLC143KShares$5.82 Million2.5% of portfolio
-
First City Capital Management, Inc.138KShares$5.65 Million2.75% of portfolio