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Investment Managers Ser Tr I shares owned by Private Advisor

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

Historical chart of Private Advisor 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 Private Advisor 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 Private Advisor

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.1M 68k 30.92
2024-06-30 $1.8M 61k 29.60

More positions owned by Private Advisor

Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Amazon (AMZN)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Growth Etf (VUG)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)

View all positions for Private Advisor

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