Number of Shares
28,066
Previous 35,487 20.91%
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
-7,421 Reduced 20.91%
28,066 $0
Q4 2024

Feb 14, 2025

BUY
N/A
35,487 New
35,487 $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.