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IDEQIDEQ
4 quarters

Position history for JONES FINANCIAL COMPANIES LLLPJONES FINANCIAL COMPANIES LLLP's holdings in LAZARD ACTIVE ETF TR

JONES FINANCIAL COMPANIES LLLP holds 458,737 shares of IDEQ (LAZARD ACTIVE ETF TR), worth $15.9M as of 2026-Q2. The position was increased (+54.0% shares). IDEQ represents 0.0% of JONES FINANCIAL COMPANIES LLLP's portfolio.

Current Value

$15.9M

Current Shares

458,737

Total Value Change

+$14.3M

Total Shares Change

+403,222

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
458,737
+54.0%
$15.9M0.0%$35.07
40
2026-Q1
Increased
297,821
+69.8%
$9.2M0.0%$33.06
41
2025-Q4
Increased
175,389
+215.9%
$5.3M0.0%$30.51
44
2025-Q3
New
55,515
-
$1.6M0.0%$28.23
35

Other major holders of IDEQ: LPL Financial LLC, RAYMOND JAMES FINANCIAL INC, Bank of New York Mellon Corp

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