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 |
|---|---|---|---|---|---|---|---|---|---|
| DANAHER CORPORATION | COM | 251 | $2,191,056 | 8,774 | 0.00 | 0.00 | 6,275 | 251.10 | 03-31-2024 |
| KKR & CO INC | COM | 252 | $2,187,849 | 21,752 | 0.00 | 0.00 | -124 | -0.57 | 03-31-2024 |
| PIMCO ETF TR | SHTRM MUN BD ACT | 253 | $2,130,472 | 42,695 | 0.00 | 42,695 | +Inf | 03-31-2024 | |
| WISDOMTREE TR | INTL LRGCAP DV | 254 | $2,128,572 | 41,162 | 0.00 | 41,162 | +Inf | 03-31-2024 |
