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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

Tip: Access up to 7 years of quarterly data

All positions including Investment Managers Ser Tr I held by Steward Partners Investment Advisory 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 Steward Partners Investment Advisory

Quarter filed Position value Share count Share price at filing
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