ENVESTNET ASSET MANAGEMENT INC - INVESTMENT MANAGERS SER TR I ownership

INVESTMENT MANAGERS SER TR I's ticker is and the CUSIP is 46144X586. A total of 10 filers reported holding INVESTMENT MANAGERS SER TR I in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.3%.

Quarter-by-quarter ownership
ENVESTNET ASSET MANAGEMENT INC ownership history of INVESTMENT MANAGERS SER TR I
ValueSharesWeighting
Q3 2023$858,436
-13.7%
30,397
-1.0%
0.00%
Q2 2023$994,590
+49.8%
30,690
+47.9%
0.00%
Q1 2023$663,832
-5.3%
20,746
-13.3%
0.00%
Q4 2022$701,17823,9390.00%
Other shareholders
INVESTMENT MANAGERS SER TR I shareholders Q4 2022
NameSharesValueWeighting ↓
Moss Adams Wealth Advisors LLC 900,967$25,444,6768.68%
Green Alpha Advisors, LLC 10,841$306,1600.24%
Prime Capital Investment Advisors, LLC 361,401$10,206,3170.21%
TRUIST FINANCIAL CORP 34,749$981,3400.00%
OSAIC HOLDINGS, INC. 26,032$735,1580.00%
Raymond James Financial Services Advisors, Inc. 15,032$424,5190.00%
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0$00.00%
JANE STREET GROUP, LLC 9,785$276,3380.00%
RAYMOND JAMES & ASSOCIATES 14,443$407,8850.00%
ENVESTNET ASSET MANAGEMENT INC 30,397$858,4360.00%
View complete list of INVESTMENT MANAGERS SER TR I shareholders