Warren Averett Asset Management, LLC VANGUARD WELLINGTON FD Transaction History

Warren Averett Asset Management, LLC

  • $7.99 Billion
  • Q1 2025
Number of Shares
5,665
Previous 5,740 1.31%
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
Q1 2025

May 15, 2025
SELL
N/A
-75 Reduced 1.31%
5,665 $0
Q4 2024

Feb 14, 2025
BUY
N/A
5,740 New
5,740 $0
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