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Wedbush Ser Tr shares owned by FSA Wealth Management

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

Historical chart of FSA Wealth Management investment in Wedbush Ser Tr

Tip: Access up to 7 years of quarterly data

All positions including Wedbush Ser Tr held by FSA 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 FSA Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $6.4k 200 32.12

More positions owned by FSA Wealth Management

Ishares Russell 1000 Growth Etf Equity (IWF)
Ishares Russell 1000 Value Etf Equity (IWD)
Vanguard Ftse Developed Markets Etf Equity (VEA)
Ishares Russell Mid Cap Growth Etf Equity (IWP)
Ishares Russell Mid Cap Value Etf Equity (IWS)
Ishares Russell 2000 Growth Etf Equity (IWO)
Ishares Russell 2000 Value Etf Equity (IWN)
Vanguard Ftse Emerging Markets Etf Equity (VWO)
Ishares Core Msci Totl Intl Stck Etf Equity (IVV)
Apple Equity (AAPL)
Tesla Equity (TSLA)
Spdr S&p Dividend Etf Equity (SDY)
Microsoft Corp Equity (MSFT)
Vanguard Total Stock Market Etf Equity (VTI)
Spdr Portfolio S P 1500 Cmpst St Etf Equity (SPTM)

View all positions for FSA Wealth 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