Warren Averett Asset Management, LLC Wisdomtree U.S. Smallcap Fund Transaction History
Warren Averett Asset Management, LLC
- $6.36 Billion
- Q4 2024
A detailed history of Warren Averett Asset Management, LLC transactions in Wisdomtree U.S. Smallcap Fund stock. As of the latest transaction made, Warren Averett Asset Management, LLC holds 79,965 shares of EES stock, worth $4.32 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
79,965Holding current value
$4.32 Million% of portfolio
0.07%Shares
1 transactions
Others Institutions Holding EES
# of Institutions
164Shares Held
7.89MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC849KShares$45.9 Million0.0% of portfolio
-
Morgan Stanley New York, NY776KShares$41.9 Million0.0% of portfolio
-
Ubs Group Ag729KShares$39.4 Million0.01% of portfolio
-
Essential Planning, Llc. Portsmouth, NH537KShares$29 Million0.19% of portfolio
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Ameriprise Financial Inc Minneapolis, MN499KShares$27 Million0.01% of portfolio