Onyx Bridge Wealth Group LLC - INVESTMENT MANAGERS SER TR I ownership

INVESTMENT MANAGERS SER TR I's ticker is and the CUSIP is 46141T117. A total of 25 filers reported holding INVESTMENT MANAGERS SER TR I in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Onyx Bridge Wealth Group LLC ownership history of INVESTMENT MANAGERS SER TR I
ValueSharesWeighting
Q3 2023$422,886
-1.0%
16,509
-1.5%
0.10%
-2.9%
Q2 2023$427,145
+13.4%
16,755
+11.5%
0.10%
-32.0%
Q1 2023$376,527
+9.2%
15,031
+12.9%
0.15%
+7.1%
Q4 2022$344,85913,3150.14%
Other shareholders
INVESTMENT MANAGERS SER TR I shareholders Q4 2022
NameSharesValueWeighting ↓
Astoria Portfolio Advisors LLC. 596,696$13,376,0009.09%
Ellis Investment Partners, LLC 278,505$6,242,0001.73%
HARTLINE INVESTMENT CORP/ 86,057$1,929,0001.59%
Latitude Advisors, LLC 86,057$1,929,0001.59%
BlackDiamond Wealth Management, LLC 51,639$1,283,0001.54%
Truadvice, LLC 16,897$426,0000.24%
RFG Advisory, LLC 49,455$1,275,0000.07%
Brookstone Capital Management 54,512$1,282,0000.03%
Laurel Wealth Advisors, Inc. 11,022$247,0000.03%
Kingsview Wealth Management, LLC 23,499$527,0000.02%
View complete list of INVESTMENT MANAGERS SER TR I shareholders