Warren Averett Asset Management, LLC Ishares Tr Us Small Cap Value Transaction History
Warren Averett Asset Management, LLC
- $5.34 Billion
- Q3 2024
Shares
5 transactions
Others Institutions Holding SVAL
# of Institutions
31Shares Held
3.33MCall Options Held
0Put Options Held
0-
Money Concepts Capital Corp2.02MShares$67.9 Million5.21% of portfolio
-
Bt Wealth Management LLC484KShares$16.2 Million3.63% of portfolio
-
Sanctuary Advisors, LLC Indianapolis, IN280KShares$9.42 Million0.06% of portfolio
-
Truist Financial Corp97.1KShares$3.26 Million0.0% of portfolio
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Bank Of America Corp Charlotte, NC83.9KShares$2.82 Million0.0% of portfolio