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Wedbush Ser Tr shares owned by Pennsylvania Capital Management

Quarter-by-quarter ownership of Wedbush Ser Tr (IVES) shares owned by Pennsylvania Capital Management from 13F filings

Historical chart of Pennsylvania Capital Management investment in Wedbush Ser Tr

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All positions including Wedbush Ser Tr held by Pennsylvania Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wedbush Ser Tr by Pennsylvania Capital Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $392k 12k 32.12

More positions owned by Pennsylvania Capital Management

Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
J P Morgan Exchange Traded F Income Etf (JPIE)
Amazon (AMZN)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
NVIDIA Corporation (NVDA)
Schwab Strategic Tr Fundamental Intl (FNDF)
Vanguard World Mega Grwth Ind (MGK)
Schwab Strategic Tr Fundamental Us L (FNDX)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Johnson & Johnson (JNJ)
Ishares Tr Core S&p Mcp Etf (IJH)
Alphabet Cap Stk Cl A (GOOGL)
Vulcan Materials Company (VMC)

View all positions for Pennsylvania Capital Management

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