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 Q3 2023. The put-call ratio across all filers is - and the average weighting 0.9%.
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Moss Adams Wealth Advisors LLC | 825,036 | $24,165,315 | 12.09% |
Green Alpha Advisors, LLC | 25,104 | $735,000 | 0.61% |
BSW Wealth Partners | 14,899 | $436 | 0.09% |
HARBOUR INVESTMENTS, INC. | 15,124 | $442,982 | 0.03% |
Mutual Advisors, LLC | 11,859 | $347,363 | 0.02% |
TRUIST FINANCIAL CORP | 25,952 | $760,125 | 0.00% |
ENVESTNET ASSET MANAGEMENT INC | 23,939 | $701,178 | 0.00% |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% |
JPMORGAN CHASE & CO | 158 | $5 | 0.00% |
OSAIC HOLDINGS, INC. | 7,882 | $231,000 | 0.00% |