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Investment Managers Ser Tr I shares owned by Cary Street Partner Investment Advisory

Quarter-by-quarter ownership of Investment Managers Ser Tr I (SARK) shares owned by Cary Street Partner Investment Advisory from 13F filings

Historical chart of Cary Street Partner 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 Cary Street Partner 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 Cary Street Partner Investment Advisory

Quarter filed Position value Share count Share price at filing
2023-09-30 $345k 8.7k 39.70
2023-06-30 $312k 8.6k 36.18
2023-03-31 $346k 8.6k 40.08

More positions owned by Cary Street Partner Investment Advisory

Apple Stock (AAPL)
Microsoft Corp Stock (MSFT)
Vanguard Growth Etf Etf (VUG)
Vanguard Intermediate-term Bond Etf Etf (BIV)
Alphabet Inc Cap Stk Cl C Stock (GOOG)
Adobe Stock (ADBE)
Amazon Stock (AMZN)
Vanguard Value Etf Etf (VTV)
Jpmorgan Equity Premium Income Etf Etf (JEPI)
Spdr S&p 500 Etf Trust Etf (SPY)
Ishares Msci Eafe Growth Etf Etf (EFG)
Vanguard Total Stock Market Etf Etf (VTI)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Texas Instrs Stock (TXN)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)

View all positions for Cary Street Partner Investment Advisory

Top funds holding Investment Managers Ser Tr I

AYAL Capital Advisors
Citadel Advisors
Concentric Capital Strategies
Hrt Financial
Clayton Partners
Frank. Day
Simplex Trading
Gunderson Capital Management
Nicholas Hoffman & Company
Patriot Financial Group Insurance Agency
SG Americas Securities
Mutual Advisors
Gts Securities
TD Waterhouse Canada
Harbour Investments

View all funds holding Investment Managers Ser Tr I