Tripletail Wealth Management, LLC
Position in IVES — Dan IVES Wedbush AI Revolution ETF
CIK 2079812
ORLANDO, FL
All Filings in IVES
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,149,858 | 30,180 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $356,894 | 12,580 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $66,381 | 2,100 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||