Estate Planners Group, LLC
Position in IVES — Dan IVES Wedbush AI Revolution ETF
CIK 2118977
YARDLEY, PA
All Filings in IVES
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $710,679 | 18,653 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $503,709 | 17,755 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $501,366 | 15,861 | Shares | Sole | 2026-04-07 | |
| No filing history on record for this holder in this stock. | ||||||