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Wedbush Ser Tr shares owned by KERR FINANCIAL PLANNING Corp

Quarter-by-quarter ownership of Wedbush Ser Tr (IVES) shares owned by KERR FINANCIAL PLANNING Corp from 13F filings

Historical chart of KERR FINANCIAL PLANNING Corp investment in Wedbush Ser Tr

Tip: Access up to 7 years of quarterly data

All positions including Wedbush Ser Tr held by KERR FINANCIAL PLANNING Corp consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wedbush Ser Tr by KERR FINANCIAL PLANNING Corp

Quarter filed Position value Share count Share price at filing
2025-12-31 $381 13 29.38
2025-09-30 $420 13 32.31

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View all positions for KERR FINANCIAL PLANNING Corp

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