Waverly Advisors’s Serina Therapeutics SER Stock Holding History

Waverly Advisors’s Portfolio SER Stock Details SER Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$362K	Hold
2025 Q2	$416K	Hold
2025 Q1	$383K	Hold
2024 Q4	$338K	Hold
2024 Q3	$452K	Buy
2024 Q2	$225K	Buy