Wedbush Ser Tr shares owned by Atlantic Trust
Quarter-by-quarter ownership of Wedbush Ser Tr (IVES) shares owned by Atlantic Trust
from 13F filings
Historical chart of Atlantic Trust investment in Wedbush Ser Tr
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All positions including Wedbush Ser Tr held by Atlantic Trust consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Wedbush Ser Tr by Atlantic Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $85k | 2.7k | 32.12 |
| 2025-06-30 | $50k | 1.9k | 27.11 |