Warren Averett Asset Management, LLC LISTED FDS TR Transaction History

Warren Averett Asset Management, LLC

  • $8.88 Billion
  • Q2 2025
Number of Shares
31,592
Previous 32,976 4.2%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 14, 2025
SELL
N/A
-1,384 Reduced 4.2%
31,592 $0
Q1 2025

May 15, 2025
BUY
N/A
32,976 New
32,976 $0
Track This Portfolio

Track Warren Averett Asset Management, LLC Portfolio

Follow Warren Averett Asset Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Warren Averett Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Warren Averett Asset Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email