Warren Averett Asset Management, LLC Spdr Ssga Us Small Cap Low Vol Transaction History

Warren Averett Asset Management, LLC

  • $5.34 Billion
  • Q3 2024

A detailed history of Warren Averett Asset Management, LLC transactions in Spdr Ssga Us Small Cap Low Vol stock. As of the latest transaction made, Warren Averett Asset Management, LLC holds 3,268 shares of SMLV stock, worth $420,885. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,268
Previous 3,244 0.74%
Holding current value
$420,885
Previous $356,000 13.76%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
BUY
$108.3 - $128.14 $2,599 - $3,075
24 Added 0.74%
3,268 $405,000
Q2 2024

Aug 14, 2024
SELL
$103.54 - $113.03 $79,829 - $87,146
-771 Reduced 19.2%
3,244 $356,000
Q1 2024

May 15, 2024
BUY
$105.26 - $112.11 $422,618 - $450,121
4,015 New
4,015 $449,000

Others Institutions Holding SMLV

# of Institutions
85
Shares Held
779K
Call Options Held
0
Put Options Held
0
View Full List

About SPDR SSGA US SMALL CAP LOW VOL

SMLV Quotes by TradingView
  • Ticker SMLV
  • Sector ETFs
  • Industry ETFs
More about SMLV
Track This Portfolio

Track Warren Averett Asset Management, LLC Portfolio

Follow Warren Averett Asset Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Warren Averett Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Warren Averett Asset Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email