Warren Averett Asset Management, LLC Proshares Tr Russell 2000 Divi Transaction History
Warren Averett Asset Management, LLC
- $9.72 Billion
- Q3 2025
A detailed history of Warren Averett Asset Management, LLC transactions in Proshares Tr Russell 2000 Divi stock. As of the latest transaction made, Warren Averett Asset Management, LLC holds 3,663 shares of SMDV stock, worth $239,486. This represents 0.0% of its overall portfolio holdings.
Number of Shares
3,663
Previous 3,662
0.03%
Holding current value
$239,486
Previous $238,000
2.52%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding SMDV
# of Institutions
139Shares Held
5.68MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY982KShares$64.2 Million0.0% of portfolio
-
Capital Investment Advisors, LLC413KShares$27 Million0.47% of portfolio
-
Ubs Group Ag412KShares$26.9 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA311KShares$20.4 Million0.0% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL294KShares$19.2 Million0.01% of portfolio