Waverly Advisors, LLC
Position in CSHI — NEOS Enhanced Income 1-3 Month T-Bill ETF
CIK 1568787
BIRMINGHAM, AL
All Filings in CSHI
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 CSHI | $250,539 | 5,038 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 CSHI | $310,221 | 6,239 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 CSHI | $384,611 | 7,734 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 CSHI | $428,852 | 8,641 | Shares | Sole | 2025-05-15 | |
| 2024-09-30 CSHI | $380,521 | 7,641 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 CSHI | $380,216 | 7,641 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||