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Wedbush Ser Tr shares owned by Cresset Asset Management

Quarter-by-quarter ownership of Wedbush Ser Tr (IVES) shares owned by Cresset Asset Management from 13F filings

Historical chart of Cresset Asset Management investment in Wedbush Ser Tr

Tip: Access up to 7 years of quarterly data

All positions including Wedbush Ser Tr held by Cresset Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wedbush Ser Tr by Cresset Asset Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $976k 31k 31.61
2025-09-30 $410k 13k 32.12

More positions owned by Cresset Asset Management

Arista Networks Com Shs (ANET)
Spdr S&p 500 Etf Tr Tr Unit Put Option (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Apple (AAPL)
Erie Indty Cl A (ERIE)
Ishares Tr Core Msci Eafe (IEFA)
Meta Platforms Cl A Call Option (META)
Reddit Cl A (RDDT)
Ishares Tr Core S&p Scp Etf (IJR)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Palantir Technologies Cl A (PLTR)
Ishares Tr S&p 100 Etf (OEF)

View all positions for Cresset Asset Management

Top funds holding Wedbush Ser Tr

Thrivent Financial for Lutherans
Wedbush Morgan Securities
HighTower Advisors
First Heartland Consultants
TD Waterhouse Canada
Citadel Advisors
Cambridge Investment Research Advisors
Cetera Investment Advisers
Stifel Financial
Longitude
Goss Wealth Management
BXM Wealth
Jane Street
U.S. Capital Wealth Advisors
Titleist Asset Management

View all funds holding Wedbush Ser Tr