Waverly Advisors, LLC

Q3 2024 13F Detailed Holdings

Location
Birmingham, AL
Holdings as of
9/30/2024
Value ($000)
$5,415,038
Num holdings
848
Date filed
11/14/2024
Form type
13F-HR
Prev filing
8/14/2024
Next filing
Note
Holdings broken out by “other managers” reported in original SEC filing, see here for holdings aggregated across other managers
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type Discretion Other Manager Sole Shared None

Other Managers

Num Name File Number
3 EARNEST PARTNERS LLC 028-05269
6 J.P. Morgan Investment Management Inc. 028-11937
11 SpiderRock Advisors, LLC 028-18017