Warren Averett Asset Management, LLC
Holdings in PAX
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $239,732 | 15,087 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $151,329 | 10,365 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $144,297 | 10,263 | Shares | Sole | 2025-08-14 |
| 2025-03-31 | $112,933 | 10,003 | Shares | Sole | 2025-05-15 |