RAYMOND JAMES FINANCIAL INC
Position in IVES — Dan IVES Wedbush AI Revolution ETF
CIK 720005
ST. PETERSBURG, FL
All Filings in IVES
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,183,280 | 241,031 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $2,079,406 | 73,296 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $1,670,081 | 52,834 | Shares | Defined | 2026-02-18 | |
| 2025-09-30 | $468,790 | 14,595 | Shares | Defined | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||