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Investment Managers Ser Tr I shares owned by Legacy Capital Group California

Quarter-by-quarter ownership of Investment Managers Ser Tr I (AAA) shares owned by Legacy Capital Group California from 13F filings

Historical chart of Legacy Capital Group California 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 Legacy Capital Group California 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 Legacy Capital Group California

Quarter filed Position value Share count Share price at filing
2024-12-31 $580k 23k 25.08
2024-09-30 $583k 23k 25.03
2024-06-30 $580k 23k 25.03
2024-03-31 $863k 35k 25.03
2023-12-31 $864k 35k 24.96

More positions owned by Legacy Capital Group California

Apple (AAPL)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
NVIDIA Corporation (NVDA)
Rubrik Cl A (RBRK)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Microsoft Corporation (MSFT)
Fs Kkr Capital Corp (FSK)
Pimco Etf Tr Multisector Bd (PYLD)
Spotify Technology S A SHS (SPOT)
Victory Portfolios Ii Shares Free Cash (VFLO)
Merck & Co (MRK)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Legacy Capital Group California

Top funds holding Investment Managers Ser Tr I

Jane Street
Cambridge Investment Research Advisors
Aptus Capital Advisors
Legacy Capital Group California
Citadel Advisors
Kingsview Wealth Management
Procyon Private Wealth Partners
Harbour Investments
Advisor Group Holdings
FMR

View all funds holding Investment Managers Ser Tr I