Back to AE Wealth Management LLC AE Wealth Management LLC

IVESIVES
3 quarters

Position history for AE Wealth Management LLCAE Wealth Management LLC's holdings in WEDBUSH SER TR

AE Wealth Management LLC holds 53,798 shares of IVES (WEDBUSH SER TR), worth $2M as of 2026-Q2. The position was increased (+94.5% shares). IVES represents 0.0% of AE Wealth Management LLC's portfolio.

Current Value

$2M

Current Shares

53,798

Total Value Change

+$1.6M

Total Shares Change

+39,475

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
53,798
+94.5%
$2M0.0%$38.10
41
2026-Q1
Increased
27,654
+93.1%
$784,5540.0%$29.46
39
2025-Q4
New
14,323
-
$452,7610.0%$31.93
33

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