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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
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 Inc (JPST)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Microsoft Corporation (MSFT)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Spdr Ser Tr Bloomberg Invt (FLRN)
First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt (FAPR)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Fs Kkr Capital Corp (FSK)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Msci Eafe Etf (EFA)
Merck & Co (MRK)

View all positions for Legacy Capital Group California

Top funds holding Investment Managers Ser Tr I

Jane Street
Cambridge Investment Research Advisors
Legacy Capital Group California
HighTower Advisors
Advisor Group Holdings
Bank Of Montreal
FTB Advisors
UBS Group

View all funds holding Investment Managers Ser Tr I