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Institutional Investment Manager
Waverly Advisors, LLC
Waverly Advisors, LLC (CIK: 0001568787) incorporated in Alabama, located at 600 University Park Place, Birmingham, AL. Institutional holdings reported to the SEC.
Institutional Holdings (2016Q3)
Portfolio Summary: 102 holdings with a total value of $239,514,000.
#
Name
Shares
Value ($)
%
Options
Notes
101 VANGUARD INDEX FDS 392,272 36,705,000 15.32%
102 ISHARES TR 485,330 54,561,000 22.78%
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Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001568787-16-000009, filed 2016.10.27).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.