Laurel Wealth Planning LLC - INVESTMENT MANAGERS SER TR I ownership

INVESTMENT MANAGERS SER TR I's ticker is and the CUSIP is 46144X107. A total of 36 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
Laurel Wealth Planning LLC ownership history of INVESTMENT MANAGERS SER TR I
ValueSharesWeighting
Q4 2022$33,547
+8.2%
1,2370.0%0.02%
-4.3%
Q3 2022$31,0001,2370.02%
Other shareholders
INVESTMENT MANAGERS SER TR I shareholders Q3 2023
NameSharesValueWeighting ↓
IMPACTfolio, LLC 513,526$15,200,37010.96%
Colorado Capital Management, Inc. 84,820$2,5101.90%
PFG Investments, LLC 160,462$4,749,6720.89%
WCG Wealth Advisors LLC 224,642$7,0890.52%
First Affirmative Financial Network 11,903$352,3270.34%
ETFIDEA, LLC 13,781$407,9050.17%
DENVER WEALTH MANAGEMENT, INC. 7,721$228,5330.15%
MONEYWISE, INC. 6,863$203,1560.13%
Arjuna Capital 9,814$290,5020.10%
Avidian Wealth Solutions, LLC 19,666$582,1140.04%
View complete list of INVESTMENT MANAGERS SER TR I shareholders