WA
AVK

Waverly Advisors’s Advent Convertible and Income Fund AVK Stock Holding History

Waverly Advisors’s Portfolio AVK Stock Details AVK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$692K Sell
57,182
-1,675
-3% -$20.3K 0.01% 720
2025
Q1 		$679K Sell
58,857
-538
-0.9% -$6.2K 0.01% 696
2024
Q4 		$699K Buy
+59,395
New +$699K 0.01% 595