Wedbush Ser Tr shares owned by Stifel Financial
Quarter-by-quarter ownership of Wedbush Ser Tr (IVES) shares owned by Stifel Financial
from 13F filings
Historical chart of Stifel Financial investment in Wedbush Ser Tr
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Quarterly reported holdings in Wedbush Ser Tr by Stifel Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $4.5M | 142k | 31.61 |
| 2025-09-30 | $2.5M | 77k | 32.12 |
| 2025-06-30 | $540k | 20k | 27.11 |