HARBOUR INVESTMENTS, INC. - INVESTMENT MANAGERS SER TR I ownership

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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 Q4 2022. The put-call ratio across all filers is - and the average weighting 1.3%.

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Quarter-by-quarter ownership
HARBOUR INVESTMENTS, INC. ownership history of INVESTMENT MANAGERS SER TR I
ValueSharesWeighting
Q2 2023$223,896
+0.3%
6,909
-1.0%
0.01%
-8.3%
Q1 2023$223,313
-49.6%
6,979
-53.9%
0.01%
-55.6%
Q4 2022$442,982–15,124–0.03%–
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Other shareholders
INVESTMENT MANAGERS SER TR I shareholders Q4 2022
NameSharesValueWeighting ↓
Moss Adams Wealth Advisors LLC 825,036$24,165,31512.09%
Green Alpha Advisors, LLC 25,104$735,0000.61%
BSW Wealth Partners 14,899$4360.09%
HARBOUR INVESTMENTS, INC. 15,124$442,9820.03%
Mutual Advisors, LLC 11,859$347,3630.02%
TRUIST FINANCIAL CORP 25,952$760,1250.00%
ENVESTNET ASSET MANAGEMENT INC 23,939$701,1780.00%
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0$00.00%
JPMORGAN CHASE & CO 158$50.00%
OSAIC HOLDINGS, INC. 7,882$231,0000.00%
View complete list of INVESTMENT MANAGERS SER TR I shareholders