Waverly Advisors, LLC's ownership history for USMV


Waverly Advisors, LLC currently holds 61.8K shares with a market value of $5.7M. It started holding USMV on 2024-12-31. At its peak, it held 64.5K shares on 2025-12-31. Its highest holding value was $6.1M on 2025-12-31. At its lowest, it held 30.2K shares on 2025-09-30, with a value of $2.9M on 2025-06-30. In the recent 180 days, Waverly Advisors, LLC has increased its shares by 31.6K. In the recent year, Waverly Advisors, LLC has increased its shares by 29.0K.


Waverly Advisors, LLC's ownership history for USMV