Concentric Capital Strategies, LP - INVESTMENT MANAGERS SER TR I ownership

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INVESTMENT MANAGERS SER TR I's ticker is and the CUSIP is 46144X628. A total of 46 filers reported holding INVESTMENT MANAGERS SER TR I in Q3 2023. The put-call ratio across all filers is 0.39 and the average weighting 0.2%.

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Quarter-by-quarter ownership
Concentric Capital Strategies, LP ownership history of INVESTMENT MANAGERS SER TR I
ValueSharesWeighting
Q3 2023$2,197,197
+23.9%
55,345
+12.9%
0.23%
-36.4%
Q2 2023$1,772,820
+10.6%
49,000
+22.5%
0.36%
-32.0%
Q1 2023$1,603,200
-1.5%
40,000
+52.1%
0.52%
-8.5%
Q3 2022$1,627,000–26,291–0.57%–
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Other shareholders
INVESTMENT MANAGERS SER TR I shareholders Q3 2023
NameSharesValueWeighting ↓
CROWN ADVISORS MANAGEMENT, INC. 100,000$5,4514.96%
Gunderson Capital Management Inc. 23,567$1,284,6372.35%
SCHOLTZ & COMPANY, LLC 19,084$1,0400.74%
Stevard, LLC 9,242$503,7810.43%
Samalin Investment Counsel, LLC 10,440$569,0790.36%
TCG Advisory Services, LLC 26,833$1,462,6670.32%
M Holdings Securities, Inc. 29,485$1,6080.17%
Empowered Funds, LLC 47,504$2,589,4430.17%
Dynamic Advisor Solutions LLC 26,511$1,445,1150.10%
TIEDEMANN ADVISORS, LLC 34,218$1,865,2230.09%
View complete list of INVESTMENT MANAGERS SER TR I shareholders