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Investment Managers Ser Tr I shares owned by LPL Financial

Quarter-by-quarter ownership of Investment Managers Ser Tr I (RINC) shares owned by LPL Financial from 13F filings

Historical chart of LPL Financial investment in Investment Managers Ser Tr I

Tip: Access up to 7 years of quarterly data

All positions including Investment Managers Ser Tr I held by LPL Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Investment Managers Ser Tr I by LPL Financial

Quarter filed Position value Share count Share price at filing
2024-03-31 $787k 33k 24.04
2023-09-30 $1.3M 53k 24.04

More positions owned by LPL Financial

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr Msci Usa Qlt Fct (QUAL)
NVIDIA Corporation (NVDA)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Amazon (AMZN)

View all positions for LPL Financial

Top funds holding Investment Managers Ser Tr I

Susquehanna International
Signature Securities Group Corporation
LPL Financial
Advisor Group Holdings
Steward Partners Investment Advisory
Virtu Financial
Morgan Stanley
Royal Bank of Canada
Bank Of Montreal
Wells Fargo & Company
Harbour Investments
ICA Group Wealth Management
Atlantic Trust
Pnc Financial Services
Summit Investment Advisors

View all funds holding Investment Managers Ser Tr I