WealthPLAN Partners, LLC - Ivy Fds Value Fd Cl A ownership

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Ivy Fds Value Fd Cl A's ticker is and the CUSIP is 465898385.

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Quarter-by-quarter ownership
WealthPLAN Partners, LLC ownership history of Ivy Fds Value Fd Cl A
ValueSharesWeighting
Q2 2016$320,619,000
-11.9%
16,283
-9.4%
0.04%
-30.5%
Q4 2015$364,025,000–17,968–0.06%–
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Other shareholders

There were no reported owners of Ivy Fds Value Fd Cl A in Q3 2023.

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