Empirical Financial Services, LLC d/b/a Empirical Wealth Management »

Wedbush Ser Tr shares owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management

Quarter-by-quarter ownership of Wedbush Ser Tr (IVES) shares owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management from 13F filings

Historical chart of Empirical Financial Services, LLC d/b/a Empirical Wealth Management investment in Wedbush Ser Tr

Tip: Access up to 7 years of quarterly data

All positions including Wedbush Ser Tr held by Empirical Financial Services, LLC d/b/a Empirical Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wedbush Ser Tr by Empirical Financial Services, LLC d/b/a Empirical Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $444k 14k 31.61

More positions owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management

NVIDIA Corporation (NVDA)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Msci Intl Qualty (IQLT)
Ishares Tr Msci Usa Mmentm (MTUM)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Apple (AAPL)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Ishares Tr Eafe Value Etf (EFV)
Ishares Core Msci Emkt (IEMG)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Internatnal Val (DFIV)
Spdr Series Trust State Street Spd (SJNK)
Meta Platforms Cl A (META)

View all positions for Empirical Financial Services, LLC d/b/a Empirical Wealth Management

Top funds holding Wedbush Ser Tr

Thrivent Financial for Lutherans
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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