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IVESIVES
4 quarters

Position history for Allworth Financial LPAllworth Financial LP's holdings in WEDBUSH SER TR

Allworth Financial LP holds 20,113 shares of IVES (WEDBUSH SER TR), worth $766,324 as of 2026-Q2. The position was decreased (-14.9% shares). IVES represents 0.0% of Allworth Financial LP's portfolio.

Current Value

$766,324

Current Shares

20,113

Total Value Change

+$151,643

Total Shares Change

+976

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
20,113
-14.9%
$766,3240.0%$38.10
0
2026-Q1
Increased
23,639
+4.7%
$670,6520.0%$29.46
26
2025-Q4
Increased
22,579
+18.0%
$713,7380.0%$31.93
29
2025-Q3
New
19,137
-
$614,6810.0%$31.96
34

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

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