Warren Averett Asset Management, LLC LITMAN GREGORY FDS TR Transaction History

Warren Averett Asset Management, LLC

  • $8.88 Billion
  • Q2 2025
Number of Shares
176,355
Previous 171,670 2.73%
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
BUY
N/A
4,685 Added 2.73%
176,355 $0
Q1 2025

May 15, 2025
BUY
N/A
171,670 New
171,670 $0
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