Warren Averett Asset Management »

Listed Fd Tr shares owned by Warren Averett Asset Management

Quarter-by-quarter ownership of Listed Fd Tr (INFL) shares owned by Warren Averett Asset Management from 13F filings

Historical chart of Warren Averett Asset Management investment in Listed Fd Tr

Tip: Access up to 7 years of quarterly data

All positions including Listed Fd Tr 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 Listed Fd Tr by Warren Averett Asset Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.2M 22k 52.06
2025-06-30 $608k 14k 42.17

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)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Spdr Series Trust State Street Spd (SPIB)
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Alphabet Cap Stk Cl A (GOOGL)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Amazon (AMZN)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Warren Averett Asset Management

Top funds holding Listed Fd Tr

Oxford Financial
LPL Financial
Royal Bank of Canada
Wells Fargo & Company
UBS Group
One Charles Private Wealth Services
Rockefeller Capital Management
Bank of New York Mellon
Bayshore Capital Advisors
Raymond James Financial
Janney Montgomery Scott
Commonwealth Equity Services
Captrust Financial Advisors
Hilltop National Bank
MAI Wealth Advisors

View all funds holding Listed Fd Tr