Investment Managers Ser Tr I shares owned by Steward Partners Investment Advisory
Quarter-by-quarter ownership of Investment Managers Ser Tr I (CHGX) shares owned by Steward Partners Investment Advisory
from 13F filings
Historical chart of Steward Partners Investment Advisory investment in Investment Managers Ser Tr I
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Quarterly reported holdings in Investment Managers Ser Tr I by Steward Partners Investment Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $73k | 2.0k | 36.16 |
| 2024-03-31 | $75k | 2.0k | 36.68 |
| 2023-12-31 | $68k | 2.0k | 33.22 |
| 2023-09-30 | $60k | 2.0k | 29.60 |
| 2023-06-30 | $64k | 2.0k | 31.27 |
| 2023-03-31 | $59k | 2.0k | 28.87 |
| 2022-12-31 | $55k | 2.0k | 27.12 |
| 2022-09-30 | $50k | 2.0k | 24.62 |
| 2022-06-30 | $53k | 2.0k | 26.10 |
| 2022-03-31 | $64k | 2.0k | 31.51 |
More positions owned by Steward Partners Investment Advisory
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