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Investment Managers Ser Tr I shares owned by Millstone Evans Group

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

Historical chart of Millstone Evans Group investment in Investment Managers Ser Tr I

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All positions including Investment Managers Ser Tr I held by Millstone Evans Group 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 Millstone Evans Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $136k 7.4k 18.33
2025-06-30 $131k 8.0k 16.35
2025-03-31 $116k 8.0k 14.49

More positions owned by Millstone Evans Group

NVIDIA Corporation (NVDA)
Apple (AAPL)
Microsoft Corporation (MSFT)
Oracle Corporation (ORCL)
Berkshire Hathaway Incorporated Del Class B Cl B New (BRK.B)
JPMorgan Chase & Co. (JPM)
Raymond James Financial (RJF)
Alphabet Incorporated Cap Stk Class C Cap Stk Cl C (GOOG)
Ishares Tr Rus Mdcp Val Etf Rus Mdcp Val Etf (IWS)
Ishares Tr Mrgstr Md Cp Val Mrgstr Md Cp Val (IMCV)
Alphabet Incorporated Cap Stk Class A Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Lincoln Electric Holdings (LECO)
Johnson & Johnson (JNJ)
First Trust North American Energy Infrastructure Fund No Amer Energy (EMLP)

View all positions for Millstone Evans Group

Top funds holding Investment Managers Ser Tr I

Astoria Portfolio Advisors
Hobbs Group Advisors
Vermillion & White Wealth Management Group
Oregon Pacific Wealth Management
LPL Financial
Latitude Advisors
Puff Wealth Management
BlackDiamond Wealth Management
Onyx Bridge Wealth Group
Financial Services Advisory
Silverlake Wealth Management
Cascades Capital Asset Management
CLS Investments
Ellis Investment Partners
Jane Street

View all funds holding Investment Managers Ser Tr I