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Wedbush Ser Tr shares owned by IAM Advisory

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

Historical chart of IAM Advisory investment in Wedbush Ser Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wedbush Ser Tr by IAM Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $207k 6.4k 32.12

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View all positions for IAM Advisory

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