WA
ARDC

Waverly Advisors’s Are Dynamic Credit Allocation Fund ARDC Stock Holding History

Waverly Advisors’s Portfolio ARDC Stock Details ARDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$180K Buy
12,660
+106
+0.8% +$1.51K ﹤0.01% 1135
2025
Q1 		$177K Buy
12,554
+100
+0.8% +$1.41K ﹤0.01% 1064
2024
Q4 		$188K Buy
+12,454
New +$188K ﹤0.01% 939