Warren Averett Asset Management, LLC
Holdings in AVK
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $680,545 | 54,270 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $692,591 | 54,151 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $692,474 | 57,182 | Shares | Sole | 2025-08-14 |
| 2025-03-31 | $678,621 | 58,857 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $699,079 | 59,395 | Shares | Sole | 2025-02-14 |