Northwest Capital Management »

Investment Managers Ser Tr I shares owned by Northwest Capital Management

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

Historical chart of Northwest Capital Management 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 Northwest Capital Management 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 Northwest Capital Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $43k 1.2k 36.68
2023-12-31 $39k 1.2k 33.22
2023-09-30 $35k 1.2k 29.60
2023-06-30 $37k 1.2k 31.27

More positions owned by Northwest Capital Management

Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Amazon (AMZN)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Long Term Us (SCHQ)
Ishares Tr Esg Awr Msci Usa (ESGU)
Ishares Tr Eafe Value Etf (EFV)
Apple (AAPL)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)
Procter & Gamble Company (PG)
Spdr Ser Tr Portfolio Agrgte (SPAB)

View all positions for Northwest Capital Management

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
Arjuna Capital
HighTower Advisors
Etfidea
Gts Securities
Citadel Advisors
Proequities

View all funds holding Investment Managers Ser Tr I