Who owns INVESTMENT MANAGERS SER TR I?
- Ticker: WUGI
- CUSIP Number: 46144x495
Tip: Access positions for across all investors
Analyze quarterly positions in Investment Managers Ser Tr I with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Investment Managers Ser Tr I stock
Who bought or sold INVESTMENT MANAGERS SER TR I this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Jane Street | 21k | $1.5M | 100% | Sep 2024 |
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| WealthBridge Capital Management | 11k | $787k | 2% | Sep 2024 |
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| Citadel Advisors | 4.6k | $327k | -3% | Sep 2024 |
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| Pinnacle Family Advisors | 4.5k | $313k | 100% | Jun 2024 |
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| Pnc Financial Services | 500.00 | $35k | 0% | Sep 2024 |
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| National Bank Of Canada /fi/ | 100.00 | $7.1k | 0% | Sep 2024 |
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| AdvisorNet Financial | 100.00 | $7.1k | 0% | Sep 2024 |
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| Principal Securities | 50.00 | $3.5k | 0% | Sep 2024 |
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| Advisor Group Holdings | 35.00 | $2.5k | 0% | Sep 2024 |
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| Venturi Wealth Management | 26.00 | $1.8k | 37% | Sep 2024 |
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Who sold out of Investment Managers Ser Tr I?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Members Advisory Group | Jun 2024 | 2.9k | $203k |