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Wedbush Ser Tr Dan Iv Ai Pw shares owned by Captrust Financial Advisors

Quarter-by-quarter ownership of Wedbush Ser Tr Dan Iv Ai Pw shares owned by Captrust Financial Advisors from 13F filings

Historical chart of Captrust Financial Advisors investment in Wedbush Ser Tr Dan Iv Ai Pw

Tip: Access up to 7 years of quarterly data

All positions including Wedbush Ser Tr Dan Iv Ai Pw held by Captrust Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wedbush Ser Tr Dan Iv Ai Pw by Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $281k 10k 27.96

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View all positions for Captrust Financial Advisors

Top funds holding Wedbush Ser Tr Dan Iv Ai Pw

Commonwealth Equity Services
Cetera Investment Advisers
Envestnet Asset Management
Goss Wealth Management
Captrust Financial Advisors
Susquehanna International
Roble, Belko & Company
Tower Research Capital

View all funds holding Wedbush Ser Tr Dan Iv Ai Pw