Lido Advisors, LLC
Position in IVES — Dan IVES Wedbush AI Revolution ETF
CIK 1650150
Los Angeles, CA
All Filings in IVES
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $358,902 | 9,420 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $416,131 | 14,668 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $446,997 | 14,141 | Shares | Sole | 2026-02-10 | |
| No filing history on record for this holder in this stock. | ||||||