ENVESTNET ASSET MANAGEMENT INC
Position in IVES — Dan IVES Wedbush AI Revolution ETF
CIK 1407543
Berwyn, PA
All Filings in IVES
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $542,810 | 14,247 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $347,163 | 12,237 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $999,318 | 31,614 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $2,716,838 | 84,584 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $885,412 | 32,660 | Shares | Sole | 2025-08-01 | |
| No filing history on record for this holder in this stock. | ||||||