WEDBUSH SER TR - DAN IVES WEDBUSH (IVES)

Historical Holders from Q2 2025 to Q3 2025

Symbol
IVES
Type / Class
Equity / DAN IVES WEDBUSH
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares, excl. options
3,405,363
Holdings value
$109,564,879
% of all portfolios
0%
Number of holders
94
Number of buys
79
Number of sells
-10
Average buys %
+0%
Average sells %
-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 Value Change Price Investors
2025 Q3 3,405,363 $109,564,879 +$66,366,359 $32.12 94
2025 Q2 1,321,512 $35,825,477 +$35,804,413 $27.11 39