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Investment Managers Ser Tr I shares owned by Focused Wealth Management

Quarter-by-quarter ownership of Investment Managers Ser Tr I shares owned by Focused Wealth Management from 13F filings

Historical chart of Focused Wealth Management investment in Investment Managers Ser Tr I

Tip: Access up to 7 years of quarterly data

All positions including Investment Managers Ser Tr I held by Focused Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Investment Managers Ser Tr I by Focused Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $456 27 16.89
2023-09-30 $499 27 18.52

More positions owned by Focused Wealth Management

Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Vanguard Index Fds Value Etf (VTV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Apple Call Option (AAPL)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Select Sector Spdr Tr Financial (XLF)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard World Mega Grwth Ind (MGK)
Select Sector Spdr Tr Sbi Healthcare (XLV)

View all positions for Focused Wealth Management

Top funds holding Investment Managers Ser Tr I

Highlander Capital Management
National Bank Of Canada /fi/
Harbour Investments

View all funds holding Investment Managers Ser Tr I