Clearstead Advisors, LLC
Position in IVES — Dan IVES Wedbush AI Revolution ETF
CIK 842775
CLEVELAND, OH
All Filings in IVES
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,972 | 288 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $8,170 | 288 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $9,103 | 288 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $9,250 | 288 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $7,807 | 288 | Shares | Sole | 2025-08-08 | |
| No filing history on record for this holder in this stock. | ||||||