Investment Managers Ser Tr I shares owned by Private Advisor
Quarter-by-quarter ownership of Investment Managers Ser Tr I (PPI) shares owned by Private Advisor
from 13F filings
Historical chart of Private Advisor 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 Private Advisor 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 Private Advisor
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $569k | 37k | 15.51 |
| 2024-06-30 | $619k | 42k | 14.90 |
| 2024-03-31 | $655k | 21k | 31.83 |
| 2023-12-31 | $1.1M | 40k | 27.39 |
| 2023-09-30 | $888k | 35k | 25.62 |
| 2023-06-30 | $785k | 30k | 26.16 |
| 2023-03-31 | $617k | 25k | 25.05 |