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Investment Managers Ser Tr I shares owned by Cary Street Partners Financial

Quarter-by-quarter ownership of Investment Managers Ser Tr I (PPI) shares owned by Cary Street Partners Financial from 13F filings

Historical chart of Cary Street Partners Financial 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 Cary Street Partners Financial 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 Cary Street Partners Financial

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.3M 63k 21.29

More positions owned by Cary Street Partners Financial

Vanguard Value Etf Etf (VTV)
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Vanguard Growth Etf Etf (VUG)
Alphabet Inc Cap Stk Cl C Stock (GOOG)
Microsoft Corp Stock (MSFT)
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Ishares Msci Eafe Growth Etf Etf (EFG)
Tcw Flexible Income Etf Etf (FLXR)
Ishares Msci Eafe Value Etf Etf (EFV)
Vanguard Small-cap Etf Etf (VB)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Jpmorgan Income Etf Etf (JPIE)
Amazon Stock (AMZN)
Jpmorgan Equity Premium Income Etf Etf (JEPI)
Nvidia Corporation Stock (NVDA)

View all positions for Cary Street Partners Financial

Top funds holding Investment Managers Ser Tr I

Astoria Portfolio Advisors
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Latitude Advisors
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4wealth Advisors
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Cary Street Partners Financial

View all funds holding Investment Managers Ser Tr I