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Ivy Fds Energy Fd Cl Y
Ivy Fds Energy Fd Cl Y. Institutional holdings reported to the SEC.
Institutional Holders (2015Q4)
Portfolio Summary: 2 Institutional holders with a total value of $43,672.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 WEALTHPLAN PARTNERS, LLC 2,196 23,672 54.20%
2 REILLY FINANCIAL ADVISORS, LLC 1,883 20,000 45.80%

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.