Investment Managers Ser Tr I shares owned by LPL Financial
Quarter-by-quarter ownership of Investment Managers Ser Tr I (CHGX) 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 |
|---|---|---|---|
| 2024-09-30 | $1.7M | 44k | 38.49 |
| 2024-06-30 | $1.6M | 44k | 36.16 |
| 2024-03-31 | $1.7M | 46k | 36.68 |
| 2023-09-30 | $2.1M | 70k | 29.60 |
| 2023-06-30 | $2.2M | 70k | 31.27 |
| 2023-03-31 | $2.4M | 82k | 28.87 |
| 2022-12-31 | $1.5M | 57k | 27.12 |
| 2022-09-30 | $1.3M | 53k | 24.82 |
| 2022-06-30 | $1.3M | 50k | 26.21 |