Warren Averett Asset Management, LLC
Holdings in RVT
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $843,623 | 52,399 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $775,143 | 48,056 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $728,164 | 48,383 | Shares | Sole | 2025-08-14 |
| 2025-03-31 | $731,793 | 51,390 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $801,897 | 50,753 | Shares | Sole | 2025-02-14 |