WealthBridge Capital Management »

Investment Managers Ser Tr I shares owned by WealthBridge Capital Management

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

Historical chart of WealthBridge Capital Management 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 WealthBridge Capital Management 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 WealthBridge Capital Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $787k 11k 70.55
2024-06-30 $758k 11k 69.59
2024-03-31 $645k 10k 61.92
2023-12-31 $412k 8.0k 51.27

More positions owned by WealthBridge Capital Management

Ishares Tr Core S&p500 Etf (IVV)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Apple (AAPL)
Bny Mellon Etf Trust Us Lrg Cp Core (BKLC)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Amazon (AMZN)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Expnd Tec Sc Etf (IGM)
NVIDIA Corporation (NVDA)
Vanguard Specialized Funds Div App Etf (VIG)
Alphabet Cap Stk Cl C (GOOG)
Microsoft Corporation (MSFT)
Ishares Tr U.s. Tech Etf (IYW)

View all positions for WealthBridge Capital Management

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