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 |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD WORLD FD | ESG US STK ETF | 401 | $863,550 | 9,267 | 0.00 | 9,267 | +Inf | 03-31-2024 | |
| ROYAL BK CDA | COM | 402 | $860,607 | 8,531 | 0.00 | 0.00 | -961 | -10.12 | 03-31-2024 |
| PAYCHEX INC | COM | 403 | $841,149 | 6,850 | 0.00 | 0.00 | 251 | 3.80 | 03-31-2024 |
| MASTERCARD INCORPORATED | CL A | 404 | $836,136 | 1,737 | 0.00 | 0.00 | 575 | 49.48 | 03-31-2024 |
