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 |
|---|---|---|---|---|---|---|---|---|---|
| PIMCO ETF TR | INTER MUN BD ACT | 301 | $1,575,005 | 30,017 | 0.00 | 30,017 | +Inf | 03-31-2024 | |
| VERIZON COMMUNICATIONS INC | COM | 302 | $1,570,689 | 37,433 | 0.00 | 0.00 | 14,012 | 59.83 | 03-31-2024 |
| MONDELEZ INTL INC | CL A | 303 | $1,569,201 | 22,417 | 0.00 | 0.00 | 13,869 | 162.25 | 03-31-2024 |
| INVESCO EXCH TRADED FD TR II | NATL AMT MUNI | 304 | $1,562,557 | 65,571 | 0.00 | 65,571 | +Inf | 03-31-2024 |
