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Wedbush Ser Tr shares owned by Davenport & Co

Quarter-by-quarter ownership of Wedbush Ser Tr (IVES) shares owned by Davenport & Co from 13F filings

Historical chart of Davenport & Co investment in Wedbush Ser Tr

Tip: Access up to 7 years of quarterly data

All positions including Wedbush Ser Tr held by Davenport & Co consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wedbush Ser Tr by Davenport & Co

Quarter filed Position value Share count Share price at filing
2025-09-30 $580k 18k 32.12