Back to WA Waverly Advisors, LLC
WDIV2 quarters
Position history for WAWaverly Advisors, LLC's holdings in SPDR INDEX SHS FDS
No. Waverly Advisors exited its WDIV position in Q1 2023. Its Q4 2022 13F listed 4,335 shares worth $254,421. Waverly Advisors first reported WDIV in Q4 2022 and held it in 1 quarterly 13F filing.
Final Value
$0
Final Shares
0
Total Value Change
-$254,421
Total Shares Change
-4,335
Quarter-by-Quarter History
Other major holders of WDIV: AE Wealth Management LLC, AMERIPRISE FINANCIAL INC