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IVY SCIENCE & TECHNOLOGY I
IVY SCIENCE & TECHNOLOGY I. Institutional holdings reported to the SEC.
Institutional Holders (2016Q2)
Portfolio Summary: 2 Institutional holders with a total value of $256,304.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 WEALTHPLAN PARTNERS, LLC 3,658 182,304 71.13%
2 GLENMEDE TRUST CO NA 1,500 74,000 28.87%

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.