OSAIC HOLDINGS, INC. - INVESTMENT MANAGERS SER TR I ownership

INVESTMENT MANAGERS SER TR I's ticker is and the CUSIP is 46144X586. A total of 13 filers reported holding INVESTMENT MANAGERS SER TR I in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
OSAIC HOLDINGS, INC. ownership history of INVESTMENT MANAGERS SER TR I
ValueSharesWeighting
Q3 2023$735,158
+16.8%
26,032
+34.1%
0.00%0.0%
Q2 2023$629,324
+54.6%
19,419
+52.6%
0.00%0.0%
Q1 2023$407,175
+76.3%
12,725
+61.4%
0.00%
Q4 2022$231,0007,8820.00%
Other shareholders
INVESTMENT MANAGERS SER TR I shareholders Q2 2023
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