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Investment Managers Ser Tr I shares owned by Silverlake Wealth Management

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

Historical chart of Silverlake Wealth Management 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 Silverlake Wealth Management 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 Silverlake Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $777k 42k 18.33
2025-06-30 $352k 22k 16.34

More positions owned by Silverlake Wealth Management

Microsoft Corporation (MSFT)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Whitehall Fds High Div Yld (VYM)
International Business Machines (IBM)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Procter & Gamble Company (PG)
Verizon Communications (VZ)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Blackrock Etf Trust Dynamic Eqty Act
Johnson & Johnson (JNJ)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard World Mega Grwth Ind (MGK)

View all positions for Silverlake Wealth Management

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