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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE S&P US VLU | 351 | $1,143,252 | 12,641 | 0.00 | 0.00 | 1,078 | 9.32 | 03-31-2024 |
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 352 | $1,139,068 | 27,153 | 0.00 | 0.00 | -1,117 | -3.95 | 03-31-2024 |
| CITIGROUP INC | COM NEW | 353 | $1,136,169 | 17,966 | 0.00 | 0.00 | 41 | 0.23 | 03-31-2024 |
| DOW INC | COM | 354 | $1,122,301 | 19,373 | 0.00 | 0.00 | 5,454 | 39.18 | 03-31-2024 |
