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

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Ivy Fds Energy Fd Cl A's ticker is and the CUSIP is 466000395.

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Quarter-by-quarter ownership
WealthPLAN Partners, LLC ownership history of Ivy Fds Energy Fd Cl A
ValueSharesWeighting
Q2 2016$592,095,000
+11.5%
48,099
-3.6%
0.08%
-11.6%
Q4 2015$530,871,000–49,894–0.09%–
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Other shareholders

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

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