Warren Averett Asset Management, LLC INVESCO EXCH TRD SLF IDX FD Transaction History

Warren Averett Asset Management, LLC

  • $8.88 Billion
  • Q2 2025
Number of Shares
15,532
Previous 14,940 3.96%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
N/A
592 Added 3.96%
15,532 $0
Q1 2025

May 15, 2025
BUY
N/A
861 Added 6.12%
14,940 $0
Q4 2024

Feb 14, 2025
BUY
N/A
2,570 Added 22.33%
14,079 $0
Q3 2024

Nov 14, 2024
BUY
N/A
11,509 New
11,509 $0
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