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Wedbush Ser Tr shares owned by Coston, McIsaac & Partners

Quarter-by-quarter ownership of Wedbush Ser Tr (IVES) shares owned by Coston, McIsaac & Partners from 13F filings

Historical chart of Coston, McIsaac & Partners investment in Wedbush Ser Tr

Tip: Access up to 7 years of quarterly data

All positions including Wedbush Ser Tr held by Coston, McIsaac & Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wedbush Ser Tr by Coston, McIsaac & Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $35k 1.1k 31.15
2025-09-30 $11k 371 30.77
2025-06-30 $9.0k 350 25.64

More positions owned by Coston, McIsaac & Partners

Vanguard Dividend Appreciation Etf Uit Exchange Traded (VIG)
Schwab Us Treasury Money Investor Schwab Non-sweep Mmf (SNSXX)
Dfa Global Equity I Equity Funds (DGEIX)
Vanguard Ftse All World Ex Us Etf Uit Exchange Traded (VEU)
Vanguard Total Stock Market Etf Uit Exchange Traded (VTI)
Vanguard Ultra Short Treasury Etf Uit Exchange Traded (VGUS)
Berkshire Hathaway Class Class B Common Stock (BRK.B)
Apple Common Stock (AAPL)
Walmart Common Stock (WMT)
Proshares S&p 500 Div Aristocrat Etf Uit Exchange Traded (NOBL)
Dimensional Us Equity Market Etf Uit Exchange Traded (DFUS)
Williams Sonoma Common Stock (WSM)
Johnson & Johnson Common Stock (JNJ)
Dimensional Core Fixed Income Etf Uit Exchange Traded (DFCF)
The Coca-cola Common Stock (KO)

View all positions for Coston, McIsaac & Partners

Top funds holding Wedbush Ser Tr

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View all funds holding Wedbush Ser Tr