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Investment Managers SER TR I

CUSIP: 46144X867 | 40 institutional holders

Quarters

Q1 2025Q3 2024Q2 2024Q1 2024Q4 2023
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Institutional Holders — Q1 2025

West Oak Capital, LLC200
0.0% of portfolio›$92
StyleTurnoverLocationFiled
West Oak Capital, LLC
200$920.0%GrowthVery LowWestlake Village, CA2025-04-16