Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WAVERLY ADVISORS LLC | 02-14-2024 | 12-31-2023 | 647 | 2,670,252,606 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| MERCK & CO INC | COM | 101 | $3,601,999 | 33,040 | 0.00 | 0.06 | 25,680 | 348.91 | 12-31-2023 |
| AT&T INC | COM | 102 | $3,598,958 | 214,479 | 0.00 | 0.11 | 157,949 | 279.41 | 12-31-2023 |
| SCHWAB STRATEGIC TR | US AGGREGATE B | 103 | $3,553,023 | 76,212 | 0.00 | 0.33 | 3 | 0.00 | 12-31-2023 |
| PFIZER INC | COM | 104 | $3,503,835 | 121,703 | 0.00 | 0.09 | 103,397 | 564.83 | 12-31-2023 |
