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Cresset Asset Management, LLC
IVES4 quarters
Position history for
Cresset 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
Other major holders of IVES: HighTower Advisors, LLC, STIFEL FINANCIAL CORP, RAYMOND JAMES FINANCIAL INC