Back to Farther Finance Advisors, LLC Farther Finance Advisors, LLC

IVESIVES
4 quarters

Position history for Farther Finance Advisors, LLCFarther Finance Advisors, LLC's holdings in WEDBUSH SER TR

Farther Finance Advisors, LLC holds 35,593 shares of IVES (WEDBUSH SER TR), worth $1.4M as of 2026-Q2. The position was increased (+12.6% shares). IVES represents 0.0% of Farther Finance Advisors, LLC's portfolio.

Current Value

$1.4M

Current Shares

35,593

Total Value Change

+$965,251

Total Shares Change

+23,444

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
35,593
+12.6%
$1.4M0.0%$38.10
29
2026-Q1
Increased
31,609
+51.8%
$906,5460.0%$29.46
35
2025-Q4
Increased
20,825
+71.4%
$658,2780.0%$31.93
37
2025-Q3
New
12,149
-
$390,2260.0%$31.96
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