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Wedbush Ser Tr shares owned by Jaffetilchin Investment Partners

Quarter-by-quarter ownership of Wedbush Ser Tr (IVES) shares owned by Jaffetilchin Investment Partners from 13F filings

Historical chart of Jaffetilchin Investment Partners investment in Wedbush Ser Tr

Tip: Access up to 7 years of quarterly data

All positions including Wedbush Ser Tr held by Jaffetilchin Investment Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wedbush Ser Tr by Jaffetilchin Investment Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $250k 7.9k 31.61

More positions owned by Jaffetilchin Investment Partners

Ishares Core S&p Total U S Stock Market Etf Etf (ITOT)
Apple Stock (AAPL)
Vanguard Total Stock Market Etf Etf (VTI)
Schwab U S Large-cap Etf Etf (SCHX)
Nvidia Corporation Stock (NVDA)
Vanguard Large-cap Etf Etf (VV)
Invesco Qqq Trust Series I Etf (QQQ)
State Street Spdr Portfolio S&p 1500 Composite Stock Market Etf Etf (SPTM)
Schwab U S Broad Market Etf Etf (SCHB)
Tesla Stock (TSLA)
Microsoft Corp Stock (MSFT)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Amazon Stock (AMZN)
Ft Vest Us Equity Deep Buffer Etf - January Etf (DJAN)
Ishares Treasury Floating Rate Bond Etf Etf (TFLO)

View all positions for Jaffetilchin Investment Partners

Top funds holding Wedbush Ser Tr

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

View all funds holding Wedbush Ser Tr