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Householder Group Estate & Retirement Specialist »

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
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

FS KKR Common Stock (FSK)

Alps Alerian MF Closed and MF Open (AMLP)

Costco Wholesale Common Stock (COST)

Invesco Exchange MF Closed and MF Open (SPLV)

Apple Common Stock (AAPL)

Digitalbridge Group Common Stock (DBRG)

Schwab Us MF Closed and MF Open (SCHD)

Amazon Common Stock (AMZN)

Invesco Qqq MF Closed and MF Open (QQQ)

Microsoft Corp Common Stock (MSFT)

Woodward Common Stock (WWD)

Nvidia Corp Common Stock (NVDA)

Office Properties Common Stock (OPI)

SPDR S&P MF Closed and MF Open (SPY)

Eli Lilly Common Stock (LLY)

View all positions for Householder Group Estate & Retirement Specialist

Top funds holding Investment Managers Ser Tr I

IMPACTfolio

PFG Investments

WCG Wealth Advisors

Raymond James Financial Services Advisors

Colorado Capital Management

Commonwealth Equity Services

Private Advisor

Cambridge Investment Research Advisors

Advisor Group Holdings

View all funds holding Investment Managers Ser Tr I

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