Waverly Advisors, LLC's ownership history for SGOV


Waverly Advisors, LLC currently holds 1.5M shares with a market value of $147.7M. It started holding SGOV on 2024-12-31. At its peak, it held 1.6M shares on 2025-09-30. Its highest holding value was $156.2M on 2025-09-30. At its lowest, it held 391.7K shares on 2024-12-31, with a value of $39.3M on 2024-12-31. In the recent 180 days, Waverly Advisors, LLC has decreased its shares by 72.7K. In the recent year, Waverly Advisors, LLC has increased its shares by 1.1M.


Waverly Advisors, LLC's ownership history for SGOV