Waverly Advisors, LLC
Position in XSEP — FT Vest U.S. Equity Enhance & Moderate Buffer ETF - September
CIK 1568787
BIRMINGHAM, AL
All Filings in XSEP
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 XSEP | $500,681 | 11,954 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 XSEP | $511,375 | 12,065 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||