Waverly Advisors, LLC

Q1 2023 13F Holdings

Location
Birmingham, AL
Holdings as of
3/31/2023
Value ($000)
$1,915,642
Num holdings
296
Date filed
5/15/2023
Form type
13F-HR
Prev filing
2/14/2023
Next filing
8/14/2023
Note
Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type