Warren Averett Asset Management, LLC Listed Fds Tr Changebridge Cap Transaction History

Warren Averett Asset Management, LLC

  • $6.36 Billion
  • Q4 2024

A detailed history of Warren Averett Asset Management, LLC transactions in Listed Fds Tr Changebridge Cap stock. As of the latest transaction made, Warren Averett Asset Management, LLC holds 150,808 shares of CBSE stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares
150,808
Previous 143,104 5.38%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
BUY
N/A
7,704 Added 5.38%
150,808 $0
Q3 2024

Nov 14, 2024
SELL
N/A
-22,889 Reduced 13.79%
143,104 $0
Q2 2024

Aug 14, 2024
BUY
N/A
11,722 Added 7.6%
165,993 $0
Q1 2024

May 15, 2024
BUY
N/A
154,271 New
154,271 $0

Others Institutions Holding CBSE

# of Institutions
9
Shares Held
406K
Call Options Held
0
Put Options Held
0
View Full List

About LISTED FDS TR CHANGEBRIDGE CAP

CBSE Quotes by TradingView
  • Ticker CBSE
More about CBSE
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