Cetera Investment Advisers
Position in IVES — Dan IVES Wedbush AI Revolution ETF
CIK 1666741
SCHAUMBURG, IL
All Filings in IVES
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,276,610 | 112,247 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $2,833,936 | 99,892 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $4,995,012 | 158,020 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $6,576,859 | 204,759 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,117,101 | 78,093 | Shares | Sole | 2025-08-08 | |
| No filing history on record for this holder in this stock. | ||||||