The estimated Net Worth of Michael L Avery is at least $11.1 Million dollars as of 10 February 2015. Michael Avery owns over 5,500 units of Waddell & Reed stock worth over $6,153,074 and over the last 19 years Michael sold WDR stock worth over $4,958,698.
Michael has made over 14 trades of the Waddell & Reed stock since 2007, according to the Form 4 filled with the SEC. Most recently Michael bought 5,500 units of WDR stock worth $267,520 on 10 February 2015.
The largest trade Michael's ever made was exercising 35,000 units of Waddell & Reed stock on 1 February 2008 worth over $589,050. On average, Michael trades about 5,062 units every 84 days since 2006. As of 10 February 2015 Michael still owns at least 246,320 units of Waddell & Reed stock.
You can see the complete history of Michael Avery stock trades at the bottom of the page.
Michael's mailing address filed with the SEC is 6300 LAMAR AVENUE, , OVERLAND PARK, KS, 66202.
Over the last 24 years, insiders at Waddell & Reed have traded over $43,564,055 worth of Waddell & Reed stock and bought 16,270 units worth $403,978 . The most active insiders traders include Henry J Herrmann, Jerry W Walton, and Keith A Tucker. On average, Waddell & Reed executives and independent directors trade stock every 46 days with the average trade being worth of $510,541. The most recent stock trade was executed by Amy J. Scupham on 10 January 2021, trading 2,426 units of WDR stock currently worth $60,601.
Through its subsidiaries, Waddell & Reed Financial, Inc. has provided investment management and wealth management services to clients throughout the United States since 1937. Today, Waddell & Reed distributes its investment products through the unaffiliated channel under the IVY INVESTMENTS® brand (encompassing broker/dealer, retirement, and registered investment advisors), its wealth management channel (through independent financial advisors associated with WADDELL & REED, INC.), and its institutional channel (including defined benefit plans, pension plans, endowments and subadvisory relationships).
Waddell & Reed executives and other stock owners filed with the SEC include: