Castle Financial & Retirement Planning Associates, Inc. - INVESTMENT MANAGERS SER TR I ownership

INVESTMENT MANAGERS SER TR I's ticker is and the CUSIP is 46141T125. A total of 4 filers reported holding INVESTMENT MANAGERS SER TR I in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Castle Financial & Retirement Planning Associates, Inc. ownership history of INVESTMENT MANAGERS SER TR I
ValueSharesWeighting
Q4 2021$648,00056,7542.20%
Other shareholders
INVESTMENT MANAGERS SER TR I shareholders Q4 2021
NameSharesValueWeighting ↓
Castle Financial & Retirement Planning Associates, Inc. 56,754$648,0002.20%
OSAIC HOLDINGS, INC. 175$2,0000.00%
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0$00.00%
UBS Group AG 719$10,0000.00%
View complete list of INVESTMENT MANAGERS SER TR I shareholders