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Investment Managers Ser Tr I shares owned by North Berkeley Wealth Management

Quarter-by-quarter ownership of Investment Managers Ser Tr I (NXTE) shares owned by North Berkeley Wealth Management from 13F filings

Historical chart of North Berkeley Wealth Management 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 North Berkeley Wealth Management 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 North Berkeley Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.8M 46k 38.44
2025-06-30 $1.6M 47k 33.98
2025-03-31 $1.5M 49k 29.71
2024-12-31 $1.5M 48k 31.79

More positions owned by North Berkeley Wealth Management

Simpson Manufacturing (SSD)
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)
Ishares Tr Msci Acwi Etf (ACWI)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core S&p Scp Etf (IJR)
Apple (AAPL)
Ishares Tr Core S&p Mcp Etf (IJH)
Manager Directed Portfolios Vert Glb Sust Re (VGSR)
Ishares Tr Core S&p500 Etf (IVV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Core Us Aggbd Et (AGG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Tesla Motors (TSLA)

View all positions for North Berkeley Wealth Management

Top funds holding Investment Managers Ser Tr I

MAI Wealth Advisors
Prime Capital Investment Advisors
North Berkeley Wealth Management
Old Mission Capital
Raymond James Financial
Susquehanna International
Envestnet Asset Management
Jane Street
Green Alpha Advisors
Ethic
Investment Research Partners
Advisor Group Holdings
UBS Group
Triumph Capital Management

View all funds holding Investment Managers Ser Tr I