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Investment Managers Ser Tr I shares owned by Seeds Investor

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

Historical chart of Seeds Investor 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 Seeds Investor 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 Seeds Investor

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.5M 39k 38.49
2024-06-30 $1.3M 37k 36.16
2024-03-31 $1.0M 28k 36.68
2023-12-31 $631k 19k 33.22

More positions owned by Seeds Investor

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Esg Adv Ttl Usd (EUSB)
Ishares Tr National Mun Etf (MUB)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
NVIDIA Corporation (NVDA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Apple (AAPL)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Esg Awre 1 5 Yr (SUSB)
Vanguard Index Fds Value Etf (VTV)
Spdr Ser Tr S&p 500 Esg Etf (EFIV)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Amazon (AMZN)

View all positions for Seeds Investor

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