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Wedbush Ser Tr shares owned by LPL Financial

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

Historical chart of LPL Financial investment in Wedbush Ser Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wedbush Ser Tr by LPL Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.8M 149k 32.12

More positions owned by LPL Financial

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
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Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Amazon (AMZN)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds Growth Etf (VUG)

View all positions for LPL Financial

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