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Investment Managers Ser Tr I shares owned by Hrt Financial

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

Historical chart of Hrt Financial 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 Hrt Financial 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 Hrt Financial

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.5M 59k 25.96
2023-06-30 $514k 14k 36.12
2023-03-31 $4.0M 100k 40.07
2022-12-31 $1.2M 21k 54.49

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View all positions for Hrt Financial

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