WA
LGI

Waverly Advisors’s Lazard Global Total Return & Income Fund LGI Stock Holding History

Waverly Advisors’s Portfolio LGI Stock Details LGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$252K Buy
15,007
+125
+0.8% +$2.1K ﹤0.01% 1039
2025
Q1 		$229K Buy
14,882
+13
+0.1% +$200 ﹤0.01% 1014
2024
Q4 		$238K Buy
+14,869
New +$238K ﹤0.01% 885