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Investment Managers Ser Tr I shares owned by LPL Financial

Quarter-by-quarter ownership of Investment Managers Ser Tr I (FPAG) 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
2025-12-31 $209k 5.6k 37.10

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)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Series Trust State Street Spd (SPYG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Series Trust State Street Spd (SPYM)
Amazon (AMZN)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Series Trust State Street Spd (SPYV)

View all positions for LPL Financial

Top funds holding Investment Managers Ser Tr I

Mesirow Financial Investment Management International Equity
Tanglewood Wealth Management
Verum Partners
Bank of New York Mellon
NavPoint Financial
Raymond James Financial
Eclectic Associates
New England Private Wealth Advisors
Wells Fargo & Company
Compass Ion Advisors
Demming Financial Services Corp
Argent Trust
Private Advisor
Onyx Bridge Wealth Group
Allegheny Financial Group

View all funds holding Investment Managers Ser Tr I