Wealth Management Associates »

Wedbush Ser Tr shares owned by Wealth Management Associates

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

Historical chart of Wealth Management Associates investment in Wedbush Ser Tr

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Wedbush Ser Tr by Wealth Management Associates

Quarter filed Position value Share count Share price at filing
2025-12-31 $226k 7.2k 31.61

More positions owned by Wealth Management Associates

Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Microsoft Corporation (MSFT)
Vanguard Index Fds Total Stk Mkt (VTI)
NVIDIA Corporation (NVDA)
Palantir Technologies Cl A (PLTR)
Ishares Tr Select Divid Etf (DVY)
Vanguard Whitehall Fds High Div Yld (VYM)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Intl Sel Div Etf (IDV)
Ishares Tr Core S&p Ttl Stk (ITOT)
First Tr Exchange Traded Nasd Tech Div (TDIV)
Alphabet Cap Stk Cl A (GOOGL)
Kinder Morgan (KMI)

View all positions for Wealth Management Associates

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