Sowell Financial Services LLC - INVESTMENT MANAGERS SER TR I ownership

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%.

Quarter-by-quarter ownership
Sowell Financial Services LLC ownership history of INVESTMENT MANAGERS SER TR I
ValueSharesWeighting
Q3 2023$452,000
-1.5%
17,627
-2.0%
0.03%
+7.7%
Q2 2023$459,000
+90432.5%
17,994
-10.0%
0.03%
-21.2%
Q4 2022$50719,9950.03%
Other shareholders
INVESTMENT MANAGERS SER TR I shareholders Q3 2023
NameSharesValueWeighting ↓
Astoria Portfolio Advisors LLC. 750,640$18,813,1487.95%
Latitude Advisors, LLC 77,246$1,935,0141.40%
BlackDiamond Wealth Management, LLC 51,683$1,279,4141.31%
KLR INVESTMENT ADVISORS, LLC 35,221$882,2860.78%
Ellis Investment Partners, LLC 111,414$2,790,9300.72%
Truadvice, LLC 16,087$401,2790.16%
Onyx Bridge Wealth Group LLC 15,031$376,5270.15%
RFG Advisory, LLC 57,583$1,442,4460.07%
Kingsview Wealth Management, LLC 24,708$618,9350.03%
Gladstone Institutional Advisory LLC 8,375$209,7940.01%
View complete list of INVESTMENT MANAGERS SER TR I shareholders