Patriot Financial Group Insurance Agency »

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 csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly 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

More positions owned by Patriot Financial Group Insurance Agency

Ishares Tr Core S&p500 Etf (IVV)
Barnes (B)
Apple (AAPL)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Microsoft Corporation (MSFT)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core Div Grwth (DGRO)
Vanguard Index Fds Total Stk Mkt (VTI)
John Hancock Exchange Traded Multifactor Mi (JHMM)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr S&p 500 Val Etf (IVE)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
J P Morgan Exchange Traded F Equity Premium (JEPI)

View all positions for Patriot Financial Group Insurance Agency

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