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IVESIVES
4 quarters

Position history for RAYMOND JAMES FINANCIAL INCRAYMOND JAMES FINANCIAL INC's holdings in WEDBUSH SER TR

RAYMOND JAMES FINANCIAL INC holds 241,031 shares of IVES (WEDBUSH SER TR), worth $9.2M as of 2026-Q2. The position was increased (+228.8% shares). IVES represents 0.0% of RAYMOND JAMES FINANCIAL INC's portfolio.

Current Value

$9.2M

Current Shares

241,031

Total Value Change

+$8.7M

Total Shares Change

+226,436

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
241,031
+228.8%
$9.2M0.0%$38.10
45
2026-Q1
Increased
73,296
+38.7%
$2.1M0.0%$29.46
34
2025-Q4
Increased
52,834
+262.0%
$1.7M0.0%$31.93
41
2025-Q3
New
14,595
-
$468,7920.0%$31.96
33

Other major holders of IVES: HighTower Advisors, LLC, STIFEL FINANCIAL CORP, TD Waterhouse Canada Inc.

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