TD Capital Management LLC
Position in IVES — Dan IVES Wedbush AI Revolution ETF
CIK 1483824
MEMPHIS, TN
All Filings in IVES
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $41,300 | 1,084 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $30,753 | 1,084 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $34,265 | 1,084 | Shares | Sole | 2026-02-26 | |
| 2025-09-30 | $34,689 | 1,080 | Shares | Sole | 2025-11-24 | |
| No filing history on record for this holder in this stock. | ||||||