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Ivy Funds Inc Asset Strategy Fd Cl I
Ivy Funds Inc Asset Strategy Fd Cl I. Institutional holdings reported to the SEC.

Institutional Holders (2014Q4)
Portfolio Summary: 4 Institutional holders with a total value of $47,379,225.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Janney Montgomery Scott LLC 1,281,905 32,996,225 69.64%
2 B. Riley Wealth Advisors, Inc. 54,435 14,011,000 29.57%
3 TRUSTMARK BANK TRUST DEPARTMENT 12,954 333,000 0.70%
4 MOTCO 1,529 39,000 0.08%

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.