Back to Mariner, LLC Mariner, LLC

IVESIVES
5 quarters

Position history for Mariner, LLCMariner, LLC's holdings in WEDBUSH SER TR

Mariner, LLC holds 23,374 shares of IVES (WEDBUSH SER TR), worth $890,532 as of 2026-Q2. The position was decreased (-4.1% shares). IVES represents 0.0% of Mariner, LLC's portfolio.

Current Value

$890,532

Current Shares

23,374

Total Value Change

+$641,418

Total Shares Change

+14,185

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
23,374
-4.1%
$890,5320.0%$38.10
0
2026-Q1
Increased
24,374
+8.1%
$691,4770.0%$29.46
27
2025-Q4
Increased
22,556
+81.4%
$712,9800.0%$31.93
38
2025-Q3
Increased
12,433
+35.3%
$399,3480.0%$31.96
31
2025-Q2
New
9,189
-
$249,1140.0%$26.87
32

Other major holders of IVES: HighTower Advisors, LLC, STIFEL FINANCIAL CORP, RAYMOND JAMES FINANCIAL INC

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used