Warren Averett Asset Management »

Dow shares owned by Warren Averett Asset Management

Quarter-by-quarter ownership of Dow (DOW) shares owned by Warren Averett Asset Management from 13F filings

Historical chart of Warren Averett Asset Management investment in Dow

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All positions including Dow 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 Dow by Warren Averett Asset Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $763k 14k 54.84
2023-09-30 $656k 13k 51.55
2023-06-30 $755k 14k 53.26
2023-03-31 $802k 15k 54.83

More positions owned by Warren Averett Asset Management

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Growth Etf (VUG)
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Rus 1000 Etf (IWB)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Tr Rus 1000 Grw Etf (IWF)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Apple (AAPL)
Vanguard Index Fds Value Etf (VTV)

View all positions for Warren Averett Asset Management

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