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 |
|---|---|---|---|---|---|---|---|---|---|
| SPDR SER TR | PORTFOLIO SHORT | 51 | $17,172,792 | 576,849 | 0.00 | 576,849 | +Inf | 03-31-2024 | |
| NVIDIA CORPORATION | COM | 52 | $17,001,010 | 18,816 | 0.00 | 0.00 | 6,102 | 47.99 | 03-31-2024 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT INC | 53 | $16,576,173 | 328,566 | 0.00 | 328,566 | +Inf | 03-31-2024 | |
| JOHNSON & JOHNSON | COM | 54 | $15,918,900 | 100,631 | 0.00 | 0.00 | 23,297 | 30.13 | 03-31-2024 |
