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Investment Managers Ser Tr I shares owned by Steward Partners Investment Advisory

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

Historical chart of Steward Partners Investment Advisory 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 Steward Partners Investment Advisory 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 Steward Partners Investment Advisory

Quarter filed Position value Share count Share price at filing
2024-06-30 $445k 20k 22.75
2024-03-31 $485k 20k 24.04
2023-12-31 $547k 21k 25.75
2023-09-30 $599k 25k 24.04

More positions owned by Steward Partners Investment Advisory

Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Alphabet Cap Stk Cl A (GOOGL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
JPMorgan Chase & Co. (JPM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p Mcp Etf (IJH)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Broadcom (AVGO)
Vanguard Index Fds Growth Etf (VUG)

View all positions for Steward Partners Investment Advisory

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