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Investment Managers Ser Tr I shares owned by Procyon Private Wealth Partners

Quarter-by-quarter ownership of Investment Managers Ser Tr I (AAA) shares owned by Procyon Private Wealth Partners from 13F filings

Historical chart of Procyon Private Wealth Partners 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 Procyon Private Wealth Partners 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 Procyon Private Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $330k 13k 25.00
2025-06-30 $329k 13k 24.96
2025-03-31 $376k 15k 24.87
2024-12-31 $208k 8.3k 25.08

More positions owned by Procyon Private Wealth Partners

Vanguard World Mega Cap Index (MGC)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p Ttl Stk (ITOT)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Apple (AAPL)
Spdr Series Trust Portfolio Crport (SPBO)
Spdr Series Trust Portfolio S&p500 (SPLG)
Microsoft Corporation (MSFT)
American Centy Etf Tr Us Quality Grow (QGRO)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Vanguard Index Fds Mid Cap Etf (VO)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Small Cp Etf (VB)
Amazon (AMZN)
Ishares Tr 1 3 Yr Treas Bd (SHY)

View all positions for Procyon Private Wealth Partners

Top funds holding Investment Managers Ser Tr I

Citadel Advisors
Jane Street
Cambridge Investment Research Advisors
Flow Traders US
Aptus Capital Advisors
Legacy Capital Group California
Royal Bank of Canada
Procyon Private Wealth Partners
CoreCap Advisors
Harbour Investments
Advisor Group Holdings

View all funds holding Investment Managers Ser Tr I