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 |
|---|---|---|---|---|---|---|---|---|---|
| US BANCORP DEL | COM NEW | 401 | $255,827 | 5,911 | 0.00 | 5,911 | +Inf | 12-31-2023 | |
| GOLDMAN SACHS ETF TR | ACCES TREASURY | Liquidated | $0 | 0 | 0.02 | 0.02 | 0 | 0.00 | 12-31-2023 |
| MOHAWK INDS INC | COM | 403 | $246,020 | 2,377 | 0.00 | 2,377 | +Inf | 12-31-2023 | |
| ADTRAN HOLDINGS INC | COM | 404 | $244,202 | 33,270 | 0.00 | 33,270 | +Inf | 12-31-2023 |
