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Investment Managers Ser Tr I shares owned by Joel Isaacson & Co

Quarter-by-quarter ownership of Investment Managers Ser Tr I (FPAG) shares owned by Joel Isaacson & Co from 13F filings

Historical chart of Joel Isaacson & Co 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 Joel Isaacson & Co 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 Joel Isaacson & Co

Quarter filed Position value Share count Share price at filing
2024-06-30 $201k 6.8k 29.60

More positions owned by Joel Isaacson & Co

Spdr Ser Tr S&p Divid Etf (SDY)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Whitehall Fds High Div Yld (VYM)
Alphabet Cap Stk Cl C (GOOG)
Vanguard Index Fds Mid Cap Etf (VO)
Alphabet Cap Stk Cl A (GOOGL)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr S&p Mc 400gr Etf (IJK)
Vanguard Admiral Fds 500 Grth Idx F (VOOG)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Microsoft Corporation (MSFT)
Vanguard Index Fds Small Cp Etf (VB)
Amazon (AMZN)

View all positions for Joel Isaacson & Co

Top funds holding Investment Managers Ser Tr I

Mesirow Financial Investment Management International Equity
Tanglewood Wealth Management
Verum Partners
Legacy CG
NavPoint Financial
Compass Ion Advisors
New England Private Wealth Advisors
Private Advisor
Argent Trust
Eclectic Associates
Us Bancorp
Lakeside Advisors
Mills Wealth Advisors
Jane Street
Joel Isaacson & Co

View all funds holding Investment Managers Ser Tr I