CAPTRUST FINANCIAL ADVISORS
Position in IVES — Dan IVES Wedbush AI Revolution ETF
CIK 1512024
RALEIGH, NC
All Filings in IVES
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,694,192 | 44,467 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $7,395,576 | 260,683 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||