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IVESIVES
4 quarters

Position history for NewEdge Advisors, LLCNewEdge Advisors, LLC's holdings in WEDBUSH SER TR

NewEdge Advisors, LLC holds 172,418 shares of IVES (WEDBUSH SER TR), worth $6.6M as of 2026-Q2. The position was increased (+26.6% shares). IVES represents 0.0% of NewEdge Advisors, LLC's portfolio.

Current Value

$6.6M

Current Shares

172,418

Total Value Change

+$3.5M

Total Shares Change

+77,441

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
172,418
+26.6%
$6.6M0.0%$38.10
34
2026-Q1
Increased
136,159
+4.7%
$3.9M0.0%$29.46
28
2025-Q4
Increased
130,074
+37.0%
$4.1M0.0%$31.93
35
2025-Q3
New
94,977
-
$3.1M0.0%$31.96
37

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

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