Warren Averett Asset Management, LLC Wisdomtree Tr U.S Total Divide Transaction History
Warren Averett Asset Management, LLC
- $5.34 Billion
- Q3 2024
A detailed history of Warren Averett Asset Management, LLC transactions in Wisdomtree Tr U.S Total Divide stock. As of the latest transaction made, Warren Averett Asset Management, LLC holds 3,481 shares of DTD stock, worth $268,559. This represents 0.0% of its overall portfolio holdings.
Number of Shares
3,481
Previous 3,467
0.4%
Holding current value
$268,559
Previous $245,000
8.57%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding DTD
# of Institutions
195Shares Held
8.57MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC2.02MShares$156 Million0.01% of portfolio
-
Morgan Stanley New York, NY1.19MShares$91.8 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC658KShares$50.7 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA359KShares$27.7 Million0.01% of portfolio
-
Cetera Investment Advisers Schaumburg, IL329KShares$25.4 Million0.06% of portfolio