Smartleaf Asset Management »

Investment Managers Ser Tr I shares owned by Smartleaf Asset Management

Quarter-by-quarter ownership of Investment Managers Ser Tr I (PPI) shares owned by Smartleaf Asset Management from 13F filings

Historical chart of Smartleaf Asset 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 Smartleaf Asset 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 Smartleaf Asset Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.9k 70 27.50
2023-12-31 $1.9k 70 27.50

More positions owned by Smartleaf Asset Management

Vanguard World Mega Cap Val Etf (MGV)
Apple (AAPL)
Microsoft Corporation (MSFT)
Wisdomtree Tr Yield Enhancd Us (AGGY)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Wisdomtree Tr Mortgage Plus Bd (MTGP)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Wisdomtree Tr Us Quality Grow (QGRW)
Amazon (AMZN)

View all positions for Smartleaf Asset Management

Top funds holding Investment Managers Ser Tr I

Astoria Portfolio Advisors
Hobbs Group Advisors
Latitude Advisors
LPL Financial
Susquehanna International
BlackDiamond Wealth Management
Envestnet Asset Management
Klr Investment Advisors
Ellis Investment Partners
Private Advisor
Onyx Bridge Wealth Group
Sowell Financial Services
Commonwealth Equity Services
Advisor Group Holdings
RFG Advisory

View all funds holding Investment Managers Ser Tr I