DKM Wealth Management »

Investment Managers Ser Tr I shares owned by DKM Wealth Management

Quarter-by-quarter ownership of Investment Managers Ser Tr I (FPAG) shares owned by DKM Wealth Management from 13F filings

Historical chart of DKM Wealth 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 DKM Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Investment Managers Ser Tr I by DKM Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $210k 5.7k 37.10

More positions owned by DKM Wealth Management

Thornburg Income Builder (TBLD)
T Rowe Price Etf Cap Appreciation (TCAF)
Source Capital Com Shs Of Ben I (SOR)
Tidal Trust I Fundstrat Granny (GRNY)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Apple (AAPL)
Cambria Etf Tr Shshld Yield Etf (SYLD)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Total Stk Mkt (VTI)
Harris Oakmark Etf Trust Oakmark U S Lrg (OAKM)
Trust For Professional Man Performance Tr S (STBF)
Nuveen Ins Ca Tx Fr Adv Mun (NKX)
Rbb Fund Trust Tweedy Browne (COPY)
Tidal Trust Iii Fundstrat Granny

View all positions for DKM Wealth Management

Top funds holding Investment Managers Ser Tr I

Mesirow Financial Investment Management International Equity
Tanglewood Wealth Management
Verum Partners
NavPoint Financial
Raymond James Financial
Eclectic Associates
Wells Fargo & Company
New England Private Wealth Advisors
Compass Ion Advisors
Argent Trust
Private Advisor
Mills Wealth Advisors
Cambridge Investment Research Advisors
Jane Street
Stratos Wealth Partners

View all funds holding Investment Managers Ser Tr I