AE Wealth Management LLC
Position in IVES — Dan IVES Wedbush AI Revolution ETF
CIK 1697723
TOPEKA, KS
All Filings in IVES
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,049,703 | 53,798 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $784,543 | 27,654 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $452,750 | 14,323 | Shares | Sole | 2026-01-26 | |
| No filing history on record for this holder in this stock. | ||||||