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Waverly Advisors, LLC
Portfolio value
Waverly Advisors, LLC portfolio value
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$2,291,699,999
is the total value of the holdings Waverly Advisors, LLC reported in Q3 2023.
Holdings
Activity
History
Value
Filings
$2,291,699,999
Q3 2023
$2,279,156,569
Q2 2023
$1,915,641,687
Q1 2023
$1,801,362,898
Q4 2022
$1,422,009,000
Q3 2022
$1,092,794,000
Q2 2022
$1,182,539,000
Q1 2022
$1,157,327,000
Q4 2021
$1,170,232,000
Q3 2021
$1,084,041,000
Q2 2021
$1,012,252,000
Q1 2021
$952,081,000
Q4 2020
$751,385,000
Q3 2020
$771,910,000
Q2 2020
$592,120,000
Q1 2020
$761,106,000
Q4 2019
$696,988,000
Q3 2019
$671,445,000
Q2 2019
$646,091,000
Q1 2019
$572,738,000
Q4 2018
$677,613,000
Q3 2018
$642,751,000
Q2 2018
$618,654,000
Q1 2018
$701,051,000
Q4 2017
$461,147,000
Q3 2017
$398,171,000
Q2 2017
$379,598,000
Q1 2017
$269,178,000
Q4 2016
$239,514,000
Q3 2016
$220,511,000
Q2 2016
$163,440,000
Q1 2016
$229,731,000
Q4 2015
$145,008,000
Q3 2015
$162,581,000
Q2 2015
$197,727,000
Q1 2015
$199,111,000
Q4 2014
$184,933,000
Q3 2014
$240,461,000
Q2 2014
$221,242,000
Q1 2014
$284,269,000
Q4 2013
$195,651,000
Q3 2013
$173,352,000
Q2 2013