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Investment Managers Ser Tr I shares owned by Vermillion & White Wealth Management Group

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

Historical chart of Vermillion & White 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 Vermillion & White 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 Vermillion & White Wealth Management Group

Quarter filed Position value Share count Share price at filing
2024-06-30 $5.1M 345k 14.90

More positions owned by Vermillion & White Wealth Management Group

Ishares Core S&p 500 Etf Uie (IVV)
Astoria Us Equal Wt Qlt Kings Etf Uie (ROE)
Spdr Port Inter Trm Trsry Etf Uie (SPTI)
Spdr Intrmdt Trm Crpratebnd Etf Uie (SPIB)
Wisdomtree Us Qlt Div Grw Etf Iv Uie (DGRW)
Axs Astoria Inflation Sensitv Etf Uie (PPI)
Ishares Msci Usa Qlty Fact Etf Uie (QUAL)
Wisdomtree Inter Hdg Qlydiv Grt Etf Uie (IHDG)
Dimensional Intern Core Eqt Mkt Etf Uie (DFAI)
Dimensional Core Fixed Income Etf Uie (DFCF)
Invsc Qqq Trust Srs 1 Etf Iv Uie (QQQ)
Wsdmtr Emrgng Mkt Qlt Div Gwth Etf Uie (DGRE)
Dimensional Shrt Drt Fxdincm Etf Uie (DFSD)
Spdr Port Mrtgg Bckd Bndetf Uie (SPMB)
Spdr Portfolio Dvlpd Wrld Ex-us Etf Uie (SPDW)

View all positions for Vermillion & White Wealth Management Group

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
Waddell & Associates

View all funds holding Investment Managers Ser Tr I