Warren Averett Asset Management, LLC Spdr Ssga Us Small Cap Low Vol Transaction History
Warren Averett Asset Management, LLC
- $5.05 Billion
- Q2 2024
A detailed history of Warren Averett Asset Management, LLC transactions in Spdr Ssga Us Small Cap Low Vol stock. As of the latest transaction made, Warren Averett Asset Management, LLC holds 3,244 shares of SMLV stock, worth $396,968. This represents 0.01% of its overall portfolio holdings.
Number of Shares
3,244
Previous 4,015
19.2%
Holding current value
$396,968
Previous $449,000
20.71%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding SMLV
# of Institutions
84Shares Held
805KCall Options Held
0Put Options Held
0-
Congress Wealth Management LLC Boston, MA166KShares$20.3 Million0.3% of portfolio
-
Mc Naughton Wealth Management, LLC88.9KShares$10.9 Million5.38% of portfolio
-
Dorval Corp Maple Grove, MN69.3KShares$8.48 Million3.36% of portfolio
-
Kestra Advisory Services, LLC48.2KShares$5.89 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC43.5KShares$5.32 Million0.0% of portfolio