Steward Partners Investment Advisory, LLC
Position in IVES — Dan IVES Wedbush AI Revolution ETF
CIK 1723397
STAMFORD, CT
All Filings in IVES
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,774 | 729 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $13,447 | 474 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $14,983 | 474 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $15,224 | 474 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $10,681 | 394 | Shares | Sole | 2025-08-12 | |
| No filing history on record for this holder in this stock. | ||||||