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Investment Managers Ser Tr I shares owned by Verum Partners

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

Historical chart of Verum Partners 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 Verum Partners 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 Verum Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $18M 586k 30.92
2024-06-30 $16M 545k 29.60

More positions owned by Verum Partners

Ishares Tr Us Treas Bd Etf (GOVT)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Investment Managers Ser Tr I Fpa Gbl Eqty Etf (FPAG)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Scp Etf (IJR)
Schwab Strategic Tr Fundamental Intl (FNDF)
Cambria Etf Tr Shshld Yield Etf (SYLD)
Vanguard Malvern Fds Core Bd Etf (VCRB)
2023 Etf Series Trust Ii Gmo Us Quality E (QLTY)
Schwab Strategic Tr Fundamental Us L (FNDX)
Vanguard Specialized Funds Div App Etf (VIG)
Apple (AAPL)
Schwab Strategic Tr Fundamental Us S (FNDA)
Coca-Cola Company (KO)

View all positions for Verum Partners

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