IVES / Wedbush Series Trust - Dan IVES Wedbush AI Revolution ETF - Kepemilikan Institusional - Penjual

Wedbush Series Trust - Dan IVES Wedbush AI Revolution ETF
US ˙ ARCA

Institusi dan Kepemilikan Dana - Penjual

Halaman ini menunjukkan institusi, dana, dan pemegang saham utama yang mengalami penurunan kepemilikan atau menutup posisinya pada periode pelaporan terakhir. Baris merah menunjukkan posisi tertutup. Klik ikon tautan untuk melihat riwayat transaksi selengkapnya.

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Tanggal Berkas Sumber Investor Jenis Harga Rata-rata
(Perkiraan)
Saham Δ Saham
(%)
Dilaporkan
Nilai
($1000)
Δ Nilai
(%)
Alokasi Portofolio
(%)
2026-05-01 13F Valmark Advisers, Inc. 0 -100,00 0
2026-04-08 13F First Heartland Consultants, Inc. 78.950 -75,51 2.240 -78,03
2026-05-14 13F VestGen Advisors, LLC 14.622 -8,41 526 4,17
2026-05-15 13F Morgan Stanley 4.067 -17,25 115 -25,81
2026-04-22 13F Coston, McIsaac & Partners 931 -17,32 0
2026-05-08 13F Evolution Wealth Advisors, LLC 9.375 -15,00 266 -23,85
2026-04-20 13F SILVER OAK SECURITIES, Inc 0 -100,00 0
2026-04-29 13F KERR FINANCIAL PLANNING Corp 9 -30,77 0
2026-05-08 13F CMC Financial Group 0 -100,00 0
2026-05-13 13F Jaffetilchin Investment Partners, LLC 0 -100,00 0
2026-05-13 13F Cetera Investment Advisers 99.892 -36,79 2.834 -43,28
2026-05-12 13F TD Waterhouse Canada Inc. 206.741 -20,17 5.931 -27,49
2026-02-12 13F Principal Securities, Inc. 0 -100,00 0
2026-05-04 13F Kellett Schaffner Wealth Advisors LLC 7.880 -35,63 224 -42,23
2026-05-12 13F Jane Street Group, Llc 0 -100,00 0 -100,00
2026-02-13 13F Wells Fargo & Company/mn 0 -100,00 0
2026-02-10 13F Belvedere Trading LLC Call 0 -100,00 0
2026-05-15 13F Royal Bank Of Canada 12.520 -91,80 355 -92,64
2026-04-24 13F Private Advisor Group, LLC 8.000 -64,95 227 -68,65
2026-05-04 13F Envestnet Asset Management Inc 12.237 -61,29 347 -65,27
2026-05-14 13F Simplex Trading, Llc 3.745 -72,59 106 -75,41
2026-04-13 13F True Wealth Design, LLC 0 -100,00 0
2026-05-15 13F Concentric Capital Strategies, LP 0 -100,00 0
2026-04-15 13F Curran Financial Partners, LLC 0 -100,00 0
2026-05-06 13F LPL Financial LLC 46.018 -1,82 1.306 -11,88
2026-04-22 13F Janney Montgomery Scott LLC 29.640 -61,78 1 -100,00
2026-05-12 13F Bnp Paribas Arbitrage, Sa 17 -67,31 0 -100,00
2026-05-15 13F/A Independent Financial Group, Llc 19.263 -3,12 546 -13,06
2026-05-14 13F Legacy Bridge, LLC 0 -100,00 0
2026-02-10 13F Evolution Wealth Management Inc. 0 -100,00 0 -100,00
2026-04-15 13F DAVENPORT & Co LLC 0 -100,00 0
2026-04-30 13F Griffin Asset Management, Inc. 21.178 -0,79 601 -10,98
2026-05-15 13F Citadel Advisors Llc 14.379 -86,88 408 -88,25
2026-05-15 13F Aqr Capital Management Llc 10.000 -17,01 284 -25,53
2026-04-17 13F IFC & Insurance Marketing, Inc. 0 -100,00 0
2026-05-11 13F Daymark Wealth Partners, Llc 0 -100,00 0
2026-04-10 13F IAM Advisory, LLC 0 -100,00 0
2026-05-15 13F Citadel Advisors Llc Call 33.400 -30,71 948 -37,82
2026-05-15 13F Cascades Capital Asset Management, LLC 0 -100,00 0
2026-05-04 13F Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0 -100,00 0
2026-05-05 13F MADDEN SECURITIES Corp 20.325 -0,05 577 -10,28
2026-02-17 13F Per Stirling Capital Management, LLC. 0 -100,00 0
2026-05-01 13F International Assets Investment Management, Llc 6.183 -16,93 177 -24,68
2026-03-19 13F Painted Porch Advisors LLC 0 -100,00 0
2026-05-15 13F Bank Of America Corp /de/ 0 -100,00 0
2026-02-13 13F Barclays Plc 0 -100,00 0
2026-05-01 13F Thrivent Financial For Lutherans 0 -100,00 0
2026-05-04 13F Modus Advisors, LLC 0 -100,00 0
2026-05-14 13F CIBC World Markets Inc. 11.261 -22,16 319 -30,20
2026-02-11 13F Group One Trading, L.p. 1.305 -57,77 41 -58,59
2026-05-13 13F Wealth Management Associates, Inc. 0 -100,00 0
2026-02-06 13F IFP Advisors, Inc 0 -100,00 0 -100,00
2026-05-12 13F Jane Street Group, Llc Call 18.600 -20,17 528 -28,40
2026-05-12 13F Belvedere Trading LLC 0 -100,00 0
2026-05-12 13F Belvedere Trading LLC Put 0 -100,00 0
2026-04-17 13F Krilogy Financial LLC 32.970 -18,74 1.066 -19,85
2026-04-23 13F BXM Wealth LLC 31.580 -68,91 896 -0,44
2026-04-30 13F Primoris Wealth Advisors, Llc 0 -100,00 0
2026-05-15 13F Cresset Asset Management, LLC 12.837 -58,43 364 -62,70
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