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Wedbush Ser Tr shares owned by HighTower Advisors

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

Historical chart of HighTower Advisors investment in Wedbush Ser Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wedbush Ser Tr by HighTower Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $6.8M 211k 32.12
2025-06-30 $406k 15k 27.11

More positions owned by HighTower Advisors

Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
NVIDIA Corporation (NVDA)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Exxon Mobil Corporation (XOM)
JPMorgan Chase & Co. (JPM)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Broadcom (AVGO)
Vanguard Index Fds Growth Etf (VUG)

View all positions for HighTower 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