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 |
|---|---|---|---|---|---|---|---|---|---|
| DOW INC | COM | 251 | $763,322 | 13,919 | 0.00 | 13,919 | +Inf | 12-31-2023 | |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | 252 | $750,611 | 14,344 | 0.00 | 14,344 | +Inf | 12-31-2023 | |
| GENERAL ELECTRIC CO | COM NEW | 253 | $736,536 | 5,771 | 0.00 | 0.03 | 356 | 6.57 | 12-31-2023 |
| ADOBE INC | COM | 254 | $729,045 | 1,222 | 0.00 | 1,222 | +Inf | 12-31-2023 |
