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Investment Managers Ser Tr I shares owned by Strait & Sound Wealth Management

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

Historical chart of Strait & Sound 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 Strait & Sound 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 Strait & Sound Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $471k 30k 15.51

More positions owned by Strait & Sound Wealth Management

RBB Us Treas 3 Mnth (TBIL)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Bondbloxx Etf Trust Bloomberg Six Mn (XHLF)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Costco Wholesale Corporation (COST)
Alphabet Cap Stk Cl A (GOOGL)
Visa Com Cl A (V)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Home Depot (HD)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Tesla Motors (TSLA)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Strait & Sound Wealth Management

Top funds holding Investment Managers Ser Tr I

Astoria Portfolio Advisors
Hobbs Group Advisors
Vermillion & White Wealth Management Group
Jane Street
LPL Financial
Latitude Advisors
BlackDiamond Wealth Management
Envestnet Asset Management
Baldwin Brothers
Onyx Bridge Wealth Group
Ellis Investment Partners
Private Advisor
Sowell Financial Services
Raymond James Financial Services Advisors
Strait & Sound Wealth Management

View all funds holding Investment Managers Ser Tr I