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Ares Dynamic Cr Allocation shares owned by Warren Averett Asset Management

Quarter-by-quarter ownership of Ares Dynamic Cr Allocation (ARDC) shares owned by Warren Averett Asset Management from 13F filings

Historical chart of Warren Averett Asset Management investment in Ares Dynamic Cr Allocation

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All positions including Ares Dynamic Cr Allocation held by Warren Averett Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ares Dynamic Cr Allocation by Warren Averett Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $180k 13k 14.07
2025-06-30 $180k 13k 14.22
2025-03-31 $177k 13k 14.12
2024-12-31 $188k 13k 15.11

More positions owned by Warren Averett Asset Management

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Growth Etf (VUG)
Apple (AAPL)
Vanguard Specialized Funds Div App Etf (VIG)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Spdr Series Trust Portfolio Intrmd (SPIB)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Tr Rus 1000 Etf (IWB)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
J P Morgan Exchange Traded F Income Etf (JPIE)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Warren Averett Asset Management

Top funds holding Ares Dynamic Cr Allocation

Wells Fargo & Company
Guggenheim Capital, LLC Managers
Foundations Investment Advisors
United Advisor Group
Advisors Asset Management
Invesco
AdvisorNet Financial
Sit Investment Associates
Hennion & Walsh Asset Management
Shaker Financial Services
NewEdge Wealth
Janney Montgomery Scott
Huntleigh Advisors
Capital Investment Advisors
Stifel Financial

View all funds holding Ares Dynamic Cr Allocation