Warren Averett Asset Management, LLC
CIK
0001568787
City
BIRMINGHAM
State / Country
AL
Holdings in UTF
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $615,021 | 25,509 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $648,495 | 26,149 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $699,056 | 25,939 | Shares | Sole | 2025-08-14 |
| 2025-03-31 | $678,352 | 26,550 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $645,089 | 26,834 | Shares | Sole | 2025-02-14 |