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Wedbush Ser Tr shares owned by Griffin Asset Management

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

Historical chart of Griffin Asset Management investment in Wedbush Ser Tr

Tip: Access up to 7 years of quarterly data

All positions including Wedbush Ser Tr held by Griffin 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 Griffin Asset Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $675k 21k 31.61
2025-09-30 $701k 22k 32.12
2025-06-30 $575k 21k 27.11