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Investment Managers Ser Tr I shares owned by Clarius

Quarter-by-quarter ownership of Investment Managers Ser Tr I (CHGX) shares owned by Clarius from 13F filings

Historical chart of Clarius 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 Clarius 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 Clarius

Quarter filed Position value Share count Share price at filing
2024-09-30 $220k 5.7k 38.49
2024-06-30 $207k 5.7k 36.16
2024-03-31 $210k 5.7k 36.68

More positions owned by Clarius

Paccar (PCAR)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Msci Intl (IDEV)
Schwab Strategic Tr Fundamental Us S (FNDA)
Amazon (AMZN)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Core Msci Emkt (IEMG)
Apple (AAPL)
Dimensional Etf Trust Us High Profitab (DUHP)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
NVIDIA Corporation (NVDA)
Dimensional Etf Trust Intl High Profit (DIHP)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)

View all positions for Clarius

Top funds holding Investment Managers Ser Tr I

WCG Wealth Advisors
PFG Investments
Pensionmark Financial Group
Westfuller Advisors
Colorado Capital Management
Commonwealth Equity Services
LPL Financial
Private Advisor
Seeds Investor
Cambridge Investment Research Advisors
Envestnet Asset Management
Advisor Group Holdings
Susquehanna International
IMPACTfolio
Tower Research Capital

View all funds holding Investment Managers Ser Tr I