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Wedbush Ser Tr shares owned by Box Hill Private Wealth

Quarter-by-quarter ownership of Wedbush Ser Tr (IVES) shares owned by Box Hill Private Wealth from 13F filings

Historical chart of Box Hill Private Wealth investment in Wedbush Ser Tr

Tip: Access up to 7 years of quarterly data

All positions including Wedbush Ser Tr held by Box Hill Private Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wedbush Ser Tr by Box Hill Private Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $322k 10k 31.61

More positions owned by Box Hill Private Wealth

Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Core Msci Emkt (IEMG)
Tesla Motors (TSLA)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Rus 1000 Etf (IWB)
Select Sector Spdr Tr State Street Tec (XLK)

View all positions for Box Hill Private Wealth

Top funds holding Wedbush Ser Tr

Wedbush Morgan Securities
Concentric Capital Strategies
First Heartland Consultants
TD Waterhouse Canada
HighTower Advisors
Cetera Investment Advisers
Citadel Advisors
Cambridge Investment Research Advisors
LPL Financial
BXM Wealth
U.S. Capital Wealth Advisors
Goss Wealth Management
Envestnet Asset Management
Stifel Financial
Janney Montgomery Scott

View all funds holding Wedbush Ser Tr