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IVESIVES
4 quarters

Position history for LPL Financial LLCLPL Financial LLC's holdings in WEDBUSH SER TR

LPL Financial LLC holds 43,793 shares of IVES (WEDBUSH SER TR), worth $1.7M as of 2026-Q2. The position was decreased (-4.8% shares). IVES represents 0.0% of LPL Financial LLC's portfolio.

Current Value

$1.7M

Current Shares

43,793

Total Value Change

-$3.1M

Total Shares Change

-105,577

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
43,793
-4.8%
$1.7M0.0%$38.10
0
2026-Q1
Decreased
46,018
-1.8%
$1.3M0.0%$29.46
0
2025-Q4
Decreased
46,870
-68.6%
$1.5M0.0%$31.93
0
2025-Q3
New
149,370
-
$4.8M0.0%$31.96
37

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

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