Investment Managers Ser Tr I shares owned by Moss Adams Wealth Advisors
Quarter-by-quarter ownership of Investment Managers Ser Tr I (NXTE) shares owned by Moss Adams Wealth Advisors
from 13F filings
Historical chart of Moss Adams 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 Moss Adams Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Investment Managers Ser Tr I by Moss Adams Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $273k | 8.1k | 33.81 |
2024-06-30 | $530k | 16k | 32.91 |
2024-03-31 | $1.6M | 48k | 32.97 |
2023-12-31 | $31M | 924k | 33.08 |
2023-09-30 | $25M | 901k | 28.24 |
2023-06-30 | $29M | 885k | 32.41 |
2023-03-31 | $28M | 865k | 32.00 |
2022-12-31 | $24M | 825k | 29.29 |
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