Investment Managers Ser Tr I shares owned by Patriot Financial Group Insurance Agency
Quarter-by-quarter ownership of Investment Managers Ser Tr I (SARK) shares owned by Patriot Financial Group Insurance Agency
from 13F filings
Historical chart of Patriot Financial Group Insurance Agency 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 Patriot Financial Group Insurance Agency consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Investment Managers Ser Tr I by Patriot Financial Group Insurance Agency
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $360k | 14k | 25.96 |
2023-09-30 | $834k | 21k | 39.70 |
2023-06-30 | $742k | 21k | 36.18 |
2023-03-31 | $450k | 11k | 40.08 |
2022-12-31 | $509k | 9.3k | 54.51 |
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