WEALTH ALLIANCE, LLC
Position in IVES — Dan IVES Wedbush AI Revolution ETF
CIK 1793904
MELLVILLE, NY
Position in IVES
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$212,788
New position
Shares Held
5,585
first reported quarter
Ownership
—
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#38
of 52 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
All Filings in IVES
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $212,788 | 5,585 | Shares | Sole | 2026-08-11 | |
| No filing history on record for this holder in this stock. | ||||||