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IVESIVES
4 quarters

Position history for Cresset Asset Management, LLCCresset Asset Management, LLC's holdings in WEDBUSH SER TR

Cresset Asset Management, LLC holds 15,337 shares of IVES (WEDBUSH SER TR), worth $584,339 as of 2026-Q2. The position was increased (+19.5% shares). IVES represents 0.0% of Cresset Asset Management, LLC's portfolio.

Current Value

$584,339

Current Shares

15,337

Total Value Change

+$174,713

Total Shares Change

+2,584

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
15,337
+19.5%
$584,3390.0%$38.10
29
2026-Q1
Decreased
12,837
-58.4%
$364,1850.0%$29.46
0
2025-Q4
Increased
30,878
+142.1%
$976,0510.0%$31.93
40
2025-Q3
New
12,753
-
$409,6260.0%$31.96
33

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

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