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IBD3 quarters
Position history for WAWaverly Advisors, LLC's holdings in NORTHERN LTS FD TR IV
Waverly Advisors, LLC holds 16,284 shares of IBD (NORTHERN LTS FD TR IV), worth $387,071 as of 2026-Q2. The position was increased (+10.5% shares). IBD represents 0.0% of Waverly Advisors, LLC's portfolio.
Current Value
$387,071
Current Shares
16,284
Total Value Change
+$31,549
Total Shares Change
+1,593
Quarter-by-Quarter History
Other major holders of IBD: LPL Financial LLC, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, JANE STREET GROUP, LLC