Warren Averett Asset Management, LLC Listed Fds Tr Changebridge Cap Call Options Transaction History
Warren Averett Asset Management, LLC
- $5.34 Billion
- Q3 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding CBLS
# of Institutions
6Shares Held
897KCall Options Held
0Put Options Held
0-
Jaffetilchin Investment Partners, LLC Tampa, FL143KShares$3.89 Million0.28% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL120KShares$3.27 Million0.0% of portfolio
-
Raymond James & Associates St Petersburg, FL20KShares$545,0000.0% of portfolio
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Psi Advisors, LLC225Shares$6,1310.0% of portfolio
-
Concourse Financial Group Securities, Inc. Birmingham, AL0Shares$00.0% of portfolio