| Period | Weighting | Quarter | ||||||
|---|---|---|---|---|---|---|---|---|
| Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| WealthPLAN Partners, LLC | 1 | 1 | 0.08% | 0.11% | 0.13% | Q4 2015 | Q2 2016 | 2 |
| RE Dickinson Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
This page lists all the filers that currently own Ivy Fds Core Equity Fd Cl A or have owned Ivy Fds Core Equity Fd Cl A in the past.