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Investment Managers Ser Tr I shares owned by Private Advisor

Quarter-by-quarter ownership of Investment Managers Ser Tr I shares owned by Private Advisor from 13F filings

Historical chart of Private Advisor 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 Private Advisor 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 Private Advisor

Quarter filed Position value Share count Share price at filing
2024-06-30 $1.8M 61k 29.60

More positions owned by Private Advisor

Apple (AAPL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Total Stk Mkt (VTI)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Amazon (AMZN)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Select Sector Spdr Tr Technology (XLK)

View all positions for Private Advisor

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