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
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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 |
|---|---|---|---|
| 2025-09-30 | $326k | 18k | 18.33 |
| 2025-06-30 | $300k | 18k | 16.35 |
| 2025-03-31 | $265k | 18k | 14.49 |
| 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
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