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 $432,683. This represents 0.01% of its overall portfolio holdings.
Number of Shares
3,268
Previous 3,244
0.74%
Holding current value
$432,683
Previous $356,000
13.76%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding SMLV
# of Institutions
86Shares Held
846KCall Options Held
0Put Options Held
0-
Congress Wealth Management LLC Boston, MA109KShares$14.5 Million0.19% of portfolio
-
Mc Naughton Wealth Management, LLC88KShares$11.7 Million5.41% of portfolio
-
Dorval Corp Maple Grove, MN70.8KShares$9.37 Million3.59% of portfolio
-
Ieq Capital, LLC56KShares$7.42 Million0.07% of portfolio
-
Cambridge Investment Research Advisors, Inc.46.8KShares$6.2 Million0.02% of portfolio