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Investment Managers Ser Tr I shares owned by Joel Isaacson & Co

Quarter-by-quarter ownership of Investment Managers Ser Tr I shares owned by Joel Isaacson & Co from 13F filings

Historical chart of Joel Isaacson & Co 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 Joel Isaacson & Co 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 Joel Isaacson & Co

Quarter filed Position value Share count Share price at filing
2024-06-30 $201k 6.8k 29.60

More positions owned by Joel Isaacson & Co

Spdr Ser Tr S&p Divid Etf (SDY)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Whitehall Fds High Div Yld (VYM)
Alphabet Cap Stk Cl C (GOOG)
Vanguard Index Fds Mid Cap Etf (VO)
Alphabet Cap Stk Cl A (GOOGL)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr S&p Mc 400gr Etf (IJK)
Vanguard Admiral Fds 500 Grth Idx F (VOOG)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Microsoft Corporation (MSFT)
Vanguard Index Fds Small Cp Etf (VB)
Amazon (AMZN)

View all positions for Joel Isaacson & Co

Top funds holding Investment Managers Ser Tr I

Mesirow Financial Investment Management International Equity
Tanglewood Wealth Management
Verum Partners
Legacy CG
NavPoint Financial
Private Advisor
Jane Street
Argent Trust
Us Bancorp
Flow Traders US
Lakeside Advisors
Joel Isaacson & Co

View all funds holding Investment Managers Ser Tr I