Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WAVERLY ADVISORS LLC | 05-15-2024 | 03-31-2024 | 989 | 4,248,338,111 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL C | 101 | $8,596,283 | 56,458 | 0.00 | 0.00 | 24,290 | 75.51 | 03-31-2024 |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 102 | $8,507,345 | 145,053 | 0.00 | 0.00 | 141,367 | 3835.24 | 03-31-2024 |
| INVESCO EXCHANGE TRADED FD T | S&P 500 TOP 50 | 103 | $8,478,088 | 201,236 | 0.00 | 201,236 | +Inf | 03-31-2024 | |
| ISHARES TR | MSCI ACWI ETF | 104 | $8,454,410 | 76,768 | 0.00 | 0.00 | 28,870 | 60.27 | 03-31-2024 |
