Investment Managers Ser Tr I shares owned by Integrated Wealth Concepts
Quarter-by-quarter ownership of Investment Managers Ser Tr I (SARK) shares owned by Integrated Wealth Concepts
from 13F filings
Historical chart of Integrated Wealth Concepts investment in Investment Managers Ser Tr I
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Quarterly reported holdings in Investment Managers Ser Tr I by Integrated Wealth Concepts
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $381k | 15k | 26.04 |
| 2024-06-30 | $1.0M | 34k | 30.58 |
| 2024-03-31 | $1.1M | 41k | 26.88 |
| 2023-09-30 | $1.0M | 25k | 39.70 |
| 2023-06-30 | $1.4M | 39k | 36.18 |
| 2023-03-31 | $2.2M | 54k | 40.08 |
| 2022-12-31 | $491k | 9.0k | 54.56 |
| 2022-09-30 | $1.2M | 19k | 61.87 |
More positions owned by Integrated Wealth Concepts
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