INVESTMENT MANAGERS SER TR I (WUGI) — institutional ownership

6 funds reported holding INVESTMENT MANAGERS SER TR I in their latest 13F filings, worth $1.44M in total (CUSIP 46144X495).

Largest holders

  1. WealthBridge Capital Management, LLC — $876K
  2. CITADEL ADVISORS LLC — $261K
  3. SAX WEALTH ADVISORS, LLC — $227K
  4. Federation des caisses Desjardins du Quebec — $29.8K
  5. OSAIC HOLDINGS, INC. — $28.9K
  6. UBS Group AG (UBS) — $13.8K

Famous investors holding it

Insider buying and selling at INVESTMENT MANAGERS SER TR I