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Investment Managers Ser Tr I shares owned by Baldwin Brothers

Quarter-by-quarter ownership of Investment Managers Ser Tr I (PPI) shares owned by Baldwin Brothers from 13F filings

Historical chart of Baldwin Brothers 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 Baldwin Brothers 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 Baldwin Brothers

Quarter filed Position value Share count Share price at filing
2024-09-30 $791k 51k 15.51

More positions owned by Baldwin Brothers

Apple (AAPL)
Microsoft Corporation (MSFT)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl A (GOOGL)
Blackstone Group Inc Com Cl A (BX)
Costco Wholesale Corporation (COST)
Visa Com Cl A (V)
Ishares Tr Tips Bd Etf (TIP)
Kla Corp Com New (KLAC)
Pepsi (PEP)
United Rentals (URI)
Waste Management (WM)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
Nextera Energy (NEE)

View all positions for Baldwin Brothers

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