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 |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 151 | $1,987,836 | 35,245 | 0.00 | 35,245 | +Inf | 12-31-2023 | |
| ENTERPRISE PRODS PARTNERS L | COM | 152 | $1,961,885 | 74,455 | 0.00 | 74,455 | +Inf | 12-31-2023 | |
| CATERPILLAR INC | COM | 153 | $1,953,145 | 6,606 | 0.00 | 0.05 | 3,299 | 99.76 | 12-31-2023 |
| AIR PRODS & CHEMS INC | COM | 154 | $1,947,003 | 7,111 | 0.00 | 7,111 | +Inf | 12-31-2023 |
