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Investment Managers Ser Tr I shares owned by AdvisorNet Financial

Quarter-by-quarter ownership of Investment Managers Ser Tr I (WUGI) shares owned by AdvisorNet Financial from 13F filings

Historical chart of AdvisorNet Financial 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 AdvisorNet Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Investment Managers Ser Tr I by AdvisorNet Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $7.1k 100 70.55
2024-06-30 $7.0k 100 69.59

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Spdr Portfolio S&p 500 Etf Etf (SPLG)
Tr Activebeta Us Large Cap Equity Etf Etf (GSLC)
Ishares S&p 500 Index Etf (IVV)
Microsoft Stock (MSFT)
Apple Stock (AAPL)
Dimensional International Core Equity 2 Etf Etf (DFIC)
Vanguard Total Stock Market Etf Etf (VTI)
Ishares Aggregate Bond Etf Etf (AGG)
Schwab Us Dividend Equity Etf Etf (SCHD)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Jpmorgan Ultra-short Income Etf Etf (JPST)
Nvidia Corporation Stock (NVDA)
Dimensional Us Core Equity Market Etf Etf (DFAU)
Ishares Dj Us Technology Etf (IYW)
Vanguard Growth Etf Etf (VUG)

View all positions for AdvisorNet Financial

Top funds holding Investment Managers Ser Tr I

Jane Street
WealthBridge Capital Management
Citadel Advisors
Pinnacle Family Advisors
Pnc Financial Services
National Bank Of Canada /fi/
AdvisorNet Financial
Principal Securities
Advisor Group Holdings
Venturi Wealth Management

View all funds holding Investment Managers Ser Tr I