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 |
|---|---|---|---|---|---|---|---|---|---|
| AT&T INC | COM | 151 | $4,915,382 | 279,283 | 0.00 | 0.00 | 64,804 | 30.21 | 03-31-2024 |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | 152 | $4,898,515 | 64,471 | 0.00 | 64,471 | +Inf | 03-31-2024 | |
| VANECK ETF TRUST | FALLEN ANGEL HG | 153 | $4,886,765 | 168,393 | 0.00 | 0.00 | 157,129 | 1394.97 | 03-31-2024 |
| SELECT SECTOR SPDR TR | SBI HEALTHCARE | 154 | $4,840,019 | 32,763 | 0.00 | 0.00 | 29,777 | 997.22 | 03-31-2024 |
