WEDBUSH SER TR - DAN IVES WEDBUSH (IVES)

Historical Holders from Q2 2025 to Q3 2025

Symbol
IVES
CUSIP
947913109
Type / Class
Equity / DAN IVES WEDBUSH
All holders as of June 30, 2025
Q2 2025
Total 13F shares, excl. options
1.32M
Holdings value
$35.8M
% of all portfolios
0%
Grand Portfolio weight change
+0%
Number of holders
39
Number of buys
38
Average Value change %
+0%
Average buys %
+0%
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Institutional Holders of WEDBUSH SER TR - DAN IVES WEDBUSH (IVES)

Period Reported Shares, Excl. Options Value, Excl. Options Change Price Investors
2025 Q3 0 $0 -$6.78K 0
2025 Q2 1.32M $35.8M +$35.8M $27.11 39