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Wedbush Ser Tr shares owned by Farther Finance Advisors

Quarter-by-quarter ownership of Wedbush Ser Tr (IVES) shares owned by Farther Finance Advisors from 13F filings

Historical chart of Farther Finance Advisors investment in Wedbush Ser Tr

Tip: Access up to 7 years of quarterly data

All positions including Wedbush Ser Tr held by Farther Finance Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wedbush Ser Tr by Farther Finance Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $390k 12k 32.12

More positions owned by Farther Finance Advisors

Ishares Core S&p 500 Etf Etf (IVV)
Vanguard S&p 500 Etf Etf (VOO)
Apple Stock (AAPL)
Nvidia Corporation Stock (NVDA)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Microsoft Corp Stock (MSFT)
Dimensional International Value Etf Etf (DFIV)
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)
Oreilly Automotive Stock (ORLY)
Schwab U.s. Large-cap Etf Etf (SCHX)
Ishares Core Total Usd Bond Market Etf Etf (IUSB)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Amazon Stock (AMZN)
Invesco Qqq Trust Series I Etf (QQQ)
Ishares Core Msci Emerging Markets Etf Etf (IEMG)

View all positions for Farther Finance Advisors

Top funds holding Wedbush Ser Tr

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

View all funds holding Wedbush Ser Tr