Stephens Consulting »

Investment Managers Ser Tr I shares owned by Stephens Consulting

Quarter-by-quarter ownership of Investment Managers Ser Tr I (RINC) shares owned by Stephens Consulting from 13F filings

Historical chart of Stephens Consulting 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 Stephens Consulting consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Investment Managers Ser Tr I by Stephens Consulting

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.5k 186 24.37
2024-06-30 $4.2k 186 22.75
2024-03-31 $4.5k 186 24.04
2023-12-31 $4.8k 186 25.75
2023-09-30 $4.5k 186 24.04

More positions owned by Stephens Consulting

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Msci Eafe (IEFA)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Ibonds 24 Trm Ts (IBTE)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Core Div Grwth (DGRO)
Raymond James Financial (RJF)
NVIDIA Corporation (NVDA)
J P Morgan Exchange Traded F Hedged Equity La (HELO)

View all positions for Stephens Consulting

Top funds holding Investment Managers Ser Tr I

Signature Securities Group Corporation
LPL Financial
Steward Partners Investment Advisory
Morgan Stanley
Advisor Group Holdings
Fortitude Family Office
Royal Bank of Canada
Wells Fargo & Company
Harbour Investments
Summit Investment Advisors
Abound Wealth Management
Stephens Consulting
Cape Investment Advisory
Federation des caisses Desjardins du Quebec
Aspire Private Capital

View all funds holding Investment Managers Ser Tr I