Investment Managers Ser Tr I shares owned by Advisor Group Holdings
Quarter-by-quarter ownership of Investment Managers Ser Tr I (WUGI) shares owned by Advisor Group Holdings
from 13F filings
Historical chart of Advisor Group Holdings investment in Investment Managers Ser Tr I
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Quarterly reported holdings in Investment Managers Ser Tr I by Advisor Group Holdings
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $27k | 300 | 89.87 |
| 2025-06-30 | $24k | 300 | 81.41 |
| 2025-03-31 | $16k | 240 | 65.55 |
| 2024-09-30 | $2.5k | 35 | 70.54 |
| 2024-03-31 | $2.2k | 35 | 61.91 |
| 2023-12-31 | $246k | 4.8k | 51.27 |
| 2023-09-30 | $514k | 12k | 44.55 |
| 2023-06-30 | $406k | 8.6k | 46.90 |