Back to WA Waverly Advisors, LLC
BDVG6 quarters
Position history for WAWaverly Advisors, LLC's holdings in LITMAN GREGORY FDS TR
Waverly Advisors, LLC holds 162,745 shares of BDVG (LITMAN GREGORY FDS TR), worth $2.3M as of 2026-Q2. The position was increased (+3.9% shares). BDVG represents 0.0% of Waverly Advisors, LLC's portfolio.
Current Value
$2.3M
Current Shares
162,745
Total Value Change
+$307,739
Total Shares Change
-8,925
Quarter-by-Quarter History
Other major holders of BDVG: TRUIST FINANCIAL CORP, ENVESTNET ASSET MANAGEMENT INC