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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | NATIONAL MUN ETF | 51 | $9,797,229 | 90,372 | 0.00 | 0.18 | 71,833 | 387.47 | 12-31-2023 |
| AMAZON COM INC | COM | 52 | $9,599,549 | 63,180 | 0.00 | 0.15 | 47,753 | 309.54 | 12-31-2023 |
| ETF SER SOLUTIONS | AAM BAHL & GAYN | 53 | $9,317,786 | 369,753 | 0.00 | 369,753 | +Inf | 12-31-2023 | |
| ISHARES TR | RUS MD CP GR ETF | 54 | $8,927,808 | 85,466 | 0.00 | 0.07 | 75,595 | 765.83 | 12-31-2023 |
