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Waverly Advisors’s Aegon AEG Stock Holding History

Waverly Advisors’s Portfolio AEG Stock Details AEG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$113K Buy
15,665
+4,225
+37% +$30.6K ﹤0.01% 1157
2025
Q1 		$75.4K Buy
11,440
+440
+4% +$2.9K ﹤0.01% 1097
2024
Q4 		$64.8K Buy
+11,000
New +$64.8K ﹤0.01% 973