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Investment Managers Ser Tr I shares owned by Goss Wealth Management

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

Historical chart of Goss Wealth Management 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 Goss Wealth Management 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 Goss Wealth Management

Quarter filed Position value Share count Share price at filing
2023-09-30 $277k 7.0k 39.70
2023-06-30 $283k 7.8k 36.18
2023-03-31 $313k 7.8k 40.08

More positions owned by Goss Wealth Management

Apple (AAPL)
Ishares Core MF Closed and MF Open (IVV)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
SPDR S&P MF Closed and MF Open (SPY)
Amazon Common Stock (AMZN)
Nvidia Corp Common Stock (NVDA)
Vanguard Index Fds Value Etf (VTV)
Invesco Qqq MF Closed and MF Open (QQQ)
Vanguard Growth MF Closed and MF Open (VUG)
Ishares Core MF Closed and MF Open (DGRO)
Ishares Core MF Closed and MF Open (AGG)
Chevron Corp Common Stock (CVX)
Ishares Ibonds MF Closed and MF Open (IBDQ)
Ishares Ibonds MF Closed and MF Open (IBDP)

View all positions for Goss Wealth Management

Top funds holding Investment Managers Ser Tr I

AYAL Capital Advisors
Citadel Advisors
Concentric Capital Strategies
Hrt Financial
Clayton Partners
Frank. Day
Gunderson Capital Management
Simplex Trading
Cutler
Patriot Financial Group Insurance Agency
SG Americas Securities
Mutual Advisors
Gts Securities
Meridian Wealth Management
Planning Capital Management Corp

View all funds holding Investment Managers Ser Tr I