WA
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Waverly Advisors’s BlackRock Floating Rate Income Strategies Fund FRA Stock Holding History

Waverly Advisors’s Portfolio FRA Stock Details FRA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$420K Sell
31,972
-703
-2% -$9.24K ﹤0.01% 853
2025
Q1 		$422K Buy
32,675
+54
+0.2% +$698 0.01% 824
2024
Q4 		$449K Buy
+32,621
New +$449K 0.01% 706