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IVESIVES
2 quarters

Position history for CAPTRUST FINANCIAL ADVISORSCAPTRUST FINANCIAL ADVISORS's holdings in WEDBUSH SER TR

CAPTRUST FINANCIAL ADVISORS holds 44,467 shares of IVES (WEDBUSH SER TR), worth $1.7M as of 2026-Q2. The position was decreased (-82.9% shares). IVES represents 0.0% of CAPTRUST FINANCIAL ADVISORS's portfolio.

Current Value

$1.7M

Current Shares

44,467

Total Value Change

-$5.7M

Total Shares Change

-216,216

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
44,467
-82.9%
$1.7M0.0%$38.10
0
2026-Q1
New
260,683
-
$7.4M0.0%$29.46
38

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

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