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 |
|---|---|---|---|---|---|---|---|---|---|
| INVESCO EXCHANGE TRADED FD T | DORSEY WRIGHT MO | 301 | $518,155 | 6,061 | 0.00 | 6,061 | +Inf | 12-31-2023 | |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 302 | $514,602 | 13,826 | 0.00 | 13,826 | +Inf | 12-31-2023 | |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP E | 303 | $504,960 | 20,892 | 0.00 | 20,892 | +Inf | 12-31-2023 | |
| DIMENSIONAL ETF TRUST | INTERNATIONAL | 304 | $504,602 | 15,753 | 0.00 | 15,753 | +Inf | 12-31-2023 |
