Investment Managers Ser Tr I shares owned by WCG Wealth Advisors
Quarter-by-quarter ownership of Investment Managers Ser Tr I (CHGX) shares owned by WCG Wealth Advisors
from 13F filings
Historical chart of WCG Wealth Advisors investment in Investment Managers Ser Tr I
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All positions including Investment Managers Ser Tr I held by WCG Wealth Advisors 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 WCG Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $9.7M | 256k | 37.97 |
| 2024-09-30 | $9.7M | 253k | 38.49 |
| 2024-06-30 | $9.2M | 253k | 36.16 |
| 2024-03-31 | $8.2M | 224k | 36.68 |
| 2023-12-31 | $7.1M | 215k | 33.22 |
| 2023-09-30 | $7.1M | 225k | 31.56 |
| 2023-06-30 | $7.1M | 227k | 31.16 |
| 2023-03-31 | $5.5M | 192k | 28.87 |
| 2022-12-31 | $5.2M | 192k | 27.12 |
| 2022-09-30 | $4.7M | 191k | 24.83 |
| 2022-06-30 | $4.7M | 181k | 26.23 |