Waverly Advisors, LLC
Position in ALLW — State Street(R) Bridgewater(R) All Weather(R) ETF
CIK 1568787
BIRMINGHAM, AL
All Filings in ALLW
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $742,814 | 25,378 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $610,119 | 21,148 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $366,414 | 13,329 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||