Waverly Advisors, LLC's ownership history for ITOT

Waverly Advisors, LLC currently holds 101.2K shares with a market value of $14.7M. It started holding ITOT on 2024-12-31. At its peak, it held 104.2K shares on 2025-06-30. Its highest holding value was $14.7M on 2025-09-30. At its lowest, it held 96.2K shares on 2025-03-31, with a value of $11.7M on 2025-03-31. In the recent 180 days, Waverly Advisors, LLC has increased its shares by 5.0K.