Waverly Advisors, LLC
Position in XOVR — ERShares Private-Public Crossover ETF
CIK 1568787
BIRMINGHAM, AL
All Filings in XOVR
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,578,202 | 74,974 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,095,333 | 64,851 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $634,550 | 31,507 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $589,944 | 27,933 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $309,926 | 16,235 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||