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Pza etf shares owned by Warren Averett Asset Management

Quarter-by-quarter ownership of Pza etf (PZA) shares owned by Warren Averett Asset Management from 13F filings

Historical chart of Warren Averett Asset Management investment in Pza etf

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All positions including Pza etf 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 Pza etf by Warren Averett Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.4M 60k 23.09
2025-06-30 $1.5M 65k 22.39
2025-03-31 $1.5M 67k 23.04
2024-12-31 $1.6M 66k 23.61
2024-09-30 $1.7M 71k 24.15
2024-06-30 $1.7M 73k 23.68
2024-03-31 $1.6M 66k 23.83

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 Pza etf

Wellington Management Company
CliftonLarsonAllen Wealth Advisors
Richard Bernstein Advisors
Envestnet Asset Management
LPL Financial
Bank of New York Mellon
Morgan Stanley
UBS Group
Northwestern Mutual Wealth Management Company
EP Wealth Advisors
Wells Fargo & Company
Miracle Mile Advisors
Stifel Financial
Ameriprise Financial
Cetera Investment Advisers

View all funds holding Pza etf