KLR INVESTMENT ADVISORS, LLC - INVESTMENT MANAGERS SER TR I ownership

Back to all holdings Add to watchlist

INVESTMENT MANAGERS SER TR I's ticker is and the CUSIP is 46141T117. A total of 29 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%.

Links
Filings
Quarter-by-quarter ownership
KLR INVESTMENT ADVISORS, LLC ownership history of INVESTMENT MANAGERS SER TR I
ValueSharesWeighting
Q3 2023$882,286
-5.7%
35,221
-3.2%
0.80%
+4.2%
Q2 2023$935,749
+6.1%
36,383
+3.3%
0.77%
-0.8%
Q1 2023$882,286
+3.4%
35,221
+4.8%
0.78%
+10.5%
Q4 2022$852,959–33,614–0.70%–
 Download
Other shareholders
INVESTMENT MANAGERS SER TR I shareholders Q3 2023
NameSharesValueWeighting ↓
Astoria Portfolio Advisors LLC. 748,648$18,737,5499.04%
BlackDiamond Wealth Management, LLC 46,429$1,164,4741.05%
Latitude Advisors, LLC 52,619$1,347,8570.96%
KLR INVESTMENT ADVISORS, LLC 35,221$882,2860.80%
Truadvice, LLC 33,856$857,7390.34%
Avestar Capital, LLC 77,417$1,990,4230.28%
Ellis Investment Partners, LLC 38,373$982,9340.25%
Onyx Bridge Wealth Group LLC 16,509$422,8860.10%
RFG Advisory, LLC 30,237$774,5460.04%
Sowell Financial Services LLC 17,627$452,0000.03%
View complete list of INVESTMENT MANAGERS SER TR I shareholders