Waverly Advisors, LLC
Position in SEPM — FT Vest U.S. Equity Max Buffer ETF - September
CIK 1568787
BIRMINGHAM, AL
All Filings in SEPM
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 SEPM | $368,245 | 11,632 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 SEPM | $369,967 | 11,632 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||