LPL Financial LLC - INVESTMENT MANAGERS SER TR I ownership

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INVESTMENT MANAGERS SER TR I's ticker is and the CUSIP is 46141T117. A total of 29 filers reported holding INVESTMENT MANAGERS SER TR I in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

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Quarter-by-quarter ownership
LPL Financial LLC ownership history of INVESTMENT MANAGERS SER TR I
ValueSharesWeighting
Q3 2023$417,584
+6.0%
16,302
+5.5%
0.00%–
Q2 2023$393,800
-72.4%
15,447
-72.9%
0.00%
-100.0%
Q1 2023$1,426,472
+526.2%
56,945
+534.3%
0.00%–
Q4 2022$227,792
+10.6%
8,977
-2.2%
0.00%–
Q3 2022$206,000–9,182–0.00%–
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Other shareholders
INVESTMENT MANAGERS SER TR I shareholders Q3 2023
NameSharesValueWeighting ↓
Astoria Portfolio Advisors LLC. 748,648$18,737,5499.04%
BlackDiamond Wealth Management, LLC 46,429$1,164,4741.05%
Latitude Advisors, LLC 52,619$1,347,8570.96%
KLR INVESTMENT ADVISORS, LLC 35,221$882,2860.80%
Truadvice, LLC 33,856$857,7390.34%
Avestar Capital, LLC 77,417$1,990,4230.28%
Ellis Investment Partners, LLC 38,373$982,9340.25%
Onyx Bridge Wealth Group LLC 16,509$422,8860.10%
RFG Advisory, LLC 30,237$774,5460.04%
Sowell Financial Services LLC 17,627$452,0000.03%
View complete list of INVESTMENT MANAGERS SER TR I shareholders