Investment Managers Ser Tr I shares owned by Householder Group Estate & Retirement Specialist
Quarter-by-quarter ownership of Investment Managers Ser Tr I (CHGX) shares owned by Householder Group Estate & Retirement Specialist
from 13F filings
Historical chart of Householder Group Estate & Retirement Specialist 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 Householder Group Estate & Retirement Specialist 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 Householder Group Estate & Retirement Specialist
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $135k | 3.5k | 38.33 |
| 2024-06-30 | $112k | 3.1k | 35.97 |
| 2024-03-31 | $122k | 3.3k | 36.69 |
| 2023-12-31 | $109k | 3.3k | 32.96 |
| 2023-09-30 | $98k | 3.3k | 29.61 |
| 2023-03-31 | $52k | 1.8k | 28.76 |
More positions owned by Householder Group Estate & Retirement Specialist
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