Waverly Advisors, LLC's ownership history for IWV

Waverly Advisors, LLC currently holds 153.4K shares with a market value of $58.1M. It started holding IWV on 2024-12-31. At its peak, it held 156.2K shares on 2025-03-31. Its highest holding value was $58.1M on 2025-09-30. At its lowest, it held 152.2K shares on 2024-12-31, with a value of $49.6M on 2025-03-31. In the recent 180 days, Waverly Advisors, LLC has decreased its shares by 2.8K.