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 |
|---|---|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | US EQUITY ETF | 201 | $3,255,923 | 57,142 | 0.00 | 0.00 | 275 | 0.48 | 03-31-2024 |
| ISHARES SILVER TR | ISHARES | 202 | $3,254,806 | 143,068 | 0.00 | 0.00 | 131,933 | 1184.85 | 03-31-2024 |
| SOUTHERN STS BANCSHARES INC | COM | 203 | $3,214,391 | 124,012 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ENTERPRISE PRODS PARTNERS L | COM | 204 | $3,164,312 | 108,441 | 0.00 | 0.00 | 33,986 | 45.65 | 03-31-2024 |
