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Investment Managers Ser Tr I shares owned by Family Firm

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

Historical chart of Family Firm 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 Family Firm 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 Family Firm

Quarter filed Position value Share count Share price at filing
2024-06-30 $336k 23k 14.90

More positions owned by Family Firm

Ishares Russell 3000 Etf Etf (IWV)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Vanguard Total Bond Market Etf Etf (BND)
Ishares 0-5 Year Tips Bond Etf Etf (STIP)
Ishares Core S&p 500 Etf Etf (IVV)
Ishares North American Natural Resources Etf Etf (IGE)
Vanguard Russell 3000 Etf Etf (VTHR)
Ishares Tips Bond Etf Etf (TIP)
Schwab U.s. Broad Market Etf Etf (SCHB)
Apple Stock (AAPL)
Vaneck Ig Floating Rate Etf Etf (FLTR)
Ishares S&p Small-cap 600 Value Etf Etf (IJS)
Nvidia Corporation Stock (NVDA)
Ishares International Treasury Bond Etf Etf (IGOV)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)

View all positions for Family Firm

Top funds holding Investment Managers Ser Tr I

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

View all funds holding Investment Managers Ser Tr I