Brian McDonald »

Investment Managers Ser Tr I shares owned by Brian McDonald

Quarter-by-quarter ownership of Investment Managers Ser Tr I (SARK) shares owned by Brian McDonald from 13F filings

Historical chart of Brian McDonald investment in Investment Managers Ser Tr I

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All positions including Investment Managers Ser Tr I held by Brian McDonald 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 Brian McDonald

Quarter filed Position value Share count Share price at filing
2024-03-31 $28k 1.1k 26.88
2023-09-30 $42k 1.1k 39.70

More positions owned by Brian McDonald

Microsoft Corp Common (MSFT)
Apple Common (AAPL)
Lilly Eli & Co Common (LLY)
Ishares Tr Tr-s&p 500 Index Common (IVV)
Nvidia Corp Common (NVDA)
Amazon Common (AMZN)
Spdr S&p 500 Etf Trust Common (SPY)
Jpmorgan Chase & Co Common (JPM)
Home Depot Common (HD)
Alphabet Inc Cl A Common (GOOGL)
Facebook Common (META)
Ishares Tr Russell 1000 Growth Common (IWF)
Ishares Tr 1000 Etf Common (IWB)
Alphabet Inc Cl C Common (GOOG)
Visa Inc Cl A Common (V)

View all positions for Brian McDonald

Top funds holding Investment Managers Ser Tr I

Susquehanna International
AYAL Capital Advisors
Citadel Advisors
MYDA Advisors
Concentric Capital Strategies
Hrt Financial
Integrated Wealth Concepts
Frank. Day
Simplex Trading
Corsair Capital Management
Nicholas Hoffman & Company
Jane Street
CIBC World Markets
Mutual Advisors
Morgan Stanley

View all funds holding Investment Managers Ser Tr I