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Waverly Advisors, LLC

Position in MGMT — BALLAST SMALL/MID CAP ETF

CIK 1568787 BIRMINGHAM, AL

All Filings in MGMT

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9 filing rows on record
Report Date Value (USD) Shares
2026-03-31 MGMT $2,697,514 59,788
2025-12-31 MGMT $3,502,291 79,005
2025-09-30 MGMT $3,789,225 86,021
2025-06-30 MGMT $3,361,998 85,157
2025-03-31 MGMT $3,259,963 84,455
2024-12-31 MGMT $3,385,393 81,409
2024-09-30 MGMT $2,930,069 76,080
2024-06-30 MGMT $2,559,930 71,347
2024-03-31 MGMT $1,966,589 51,867