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Wedbush Ser Tr shares owned by Morgan Stanley

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

Historical chart of Morgan Stanley investment in Wedbush Ser Tr

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

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Quarterly reported holdings in Wedbush Ser Tr by Morgan Stanley

Quarter filed Position value Share count Share price at filing
2026-03-31 $115k 4.1k 28.37
2025-12-31 $155k 4.9k 31.61

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Top funds holding Wedbush Ser Tr

Wedbush Morgan Securities
HighTower Advisors
New Wave Wealth Advisors
Willow Financial
TD Waterhouse Canada
Cambridge Investment Research Advisors
Stifel Financial
Longitude
Goss Wealth Management
Titleist Asset Management
U.S. Capital Wealth Advisors
Cetera Investment Advisers
First Heartland Consultants
MGB Wealth Management
Citadel Advisors

View all funds holding Wedbush Ser Tr