| Period | Weighting | Quarter | ||||||
|---|---|---|---|---|---|---|---|---|
| Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| REILLY FINANCIAL ADVISORS, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q1 2016 | 4 |
| WealthPLAN Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q2 2016 | 2 |
| VALLEY WEALTH MANAGERS, INC. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2014 | Q2 2014 | 1 |
This page lists all the filers that currently own Ivy Energy Y or have owned Ivy Energy Y in the past.