Investment Managers Ser TR I
13F holders, Q4 2024 (December 31)2holders
$27.18avg. 13F price*
At the end of Q4 2024, 2 institutions reported holding Investment Managers Ser TR I in their 13F filings. The largest holders were CPR Investments Inc. ($6.6M) and AXS Investments LLC ($5.9M).
- Company
- Investment Managers Ser TR I
- CUSIP
- 46144X149
- Latest filing quarter
- Q1 2025
History
Number of 13F holders
Total Exit/New Position Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $12.5M |
| Exits | 0 | $0 |
Ownership 2 holders
| CPR Investments Inc. | 5.97% | New | 245,870 | $6.6M |
| AXS Investments LLC | 1.66% | New | 214,800 | $5.9M |
"% of holder's portfolio" is INVESTMENT MANAGERS SER TR I's weight in each manager's 13F, not the share of Investment Managers Ser TR I the manager owns.