| Period | Weighting | Quarter | ||||||
|---|---|---|---|---|---|---|---|---|
| Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| REILLY FINANCIAL ADVISORS, LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q1 2015 | Q1 2016 | 5 |
| Janney Montgomery Scott LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q2 2015 | 4 |
| GLENMEDE TRUST CO NA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
| QCI ASSET MANAGEMENT INC/NY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
This page lists all the filers that currently own IVY FDS ASSET STRATEGY C or have owned IVY FDS ASSET STRATEGY C in the past.