A. Montag and Associates »

Investment Managers Ser Tr I shares owned by A. Montag and Associates

Quarter-by-quarter ownership of Investment Managers Ser Tr I (PPI) shares owned by A. Montag and Associates from 13F filings

Historical chart of A. Montag and Associates 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 A. Montag and Associates 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 A. Montag and Associates

Quarter filed Position value Share count Share price at filing
2024-09-30 $55k 3.5k 15.51
2024-06-30 $53k 3.5k 14.90

More positions owned by A. Montag and Associates

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl C (GOOG)
Coca-Cola Company (KO)
Amazon (AMZN)
Ishares Tr Rus 1000 Etf (IWB)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Home Depot (HD)
Eli Lilly & Co. (LLY)
Fiserv (FI)
Vanguard Index Fds Small Cp Etf (VB)

View all positions for A. Montag and Associates

Top funds holding Investment Managers Ser Tr I

Astoria Portfolio Advisors
Hobbs Group Advisors
Vermillion & White Wealth Management Group
Jane Street
LPL Financial
Latitude Advisors
BlackDiamond Wealth Management
Envestnet Asset Management
Baldwin Brothers
Onyx Bridge Wealth Group
Ellis Investment Partners
Private Advisor
Sowell Financial Services
Raymond James Financial Services Advisors
Strait & Sound Wealth Management

View all funds holding Investment Managers Ser Tr I