Warren Averett Asset Management, LLC Spdr Ssga Us Small Cap Low Vol Transaction History
Warren Averett Asset Management, LLC
- $6.36 Billion
- Q4 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 3,854 shares of SMLV stock, worth $514,547. This represents 0.01% of its overall portfolio holdings.
Number of Shares
3,854
Previous 3,268
17.93%
Holding current value
$514,547
Previous $405,000
21.23%
% of portfolio
0.01%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding SMLV
# of Institutions
91Shares Held
862KCall Options Held
0Put Options Held
0-
Congress Wealth Management LLC Boston, MA108KShares$14.4 Million0.2% of portfolio
-
Mc Naughton Wealth Management, LLC88KShares$11.7 Million5.41% of portfolio
-
Dorval Corp Maple Grove, MN70.8KShares$9.45 Million3.59% of portfolio
-
Cambridge Investment Research Advisors, Inc.60.8KShares$8.12 Million0.03% of portfolio
-
Ieq Capital, LLC56KShares$7.48 Million0.07% of portfolio