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Investment Managers Ser Tr I shares owned by Sar Wealth Management Group

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

Historical chart of Sar Wealth Management Group 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 Sar Wealth Management 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 Sar Wealth Management Group

Quarter filed Position value Share count Share price at filing
2024-12-31 $265k 18k 14.49
2024-09-30 $282k 18k 15.51
2024-06-30 $442k 30k 14.90

More positions owned by Sar Wealth Management Group

First Tr Exchange-traded Dorsey Wrt 5 Etf (FV)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Spdr Ser Tr S&p Divid Etf (SDY)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Specialized Funds Div App Etf (VIG)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Apple (AAPL)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Procter & Gamble Company (PG)
Microsoft Corporation (MSFT)
T Rowe Price Etf Cap Appreciation (TCAF)

View all positions for Sar Wealth Management Group

Top funds holding Investment Managers Ser Tr I

Hobbs Group Advisors
Astoria Portfolio Advisors
Vermillion & White Wealth Management Group
LPL Financial
Armis Advisers
Latitude Advisors
BlackDiamond Wealth Management
Citadel Advisors
Puff Wealth Management
Onyx Bridge Wealth Group
Private Advisor
Ellis Investment Partners
Flow Traders US
Raymond James Financial
Raymond James Financial Services Advisors

View all funds holding Investment Managers Ser Tr I