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Investment Managers Ser Tr I shares owned by New England Private Wealth Advisors

Quarter-by-quarter ownership of Investment Managers Ser Tr I (FPAG) shares owned by New England Private Wealth Advisors from 13F filings

Historical chart of New England Private Wealth Advisors 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 New England Private 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 New England Private Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.7M 88k 30.92

More positions owned by New England Private Wealth Advisors

Vanguard Specialized Funds Div App Etf (VIG)
First Tr Value Line Divid In SHS (FVD)
Vanguard Index Fds Total Stk Mkt (VTI)
Broadstone Net Lease (BNL)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Vanguard Index Fds Extend Mkt Etf (VXF)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Exponential Tech (XT)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr Rus 1000 Etf (IWB)
First Tr Exchange-traded Nasd Tech Div (TDIV)
Vanguard World Health Car Etf (VHT)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)

View all positions for New England Private Wealth Advisors

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