Investment Managers Ser Tr I shares owned by LPL Financial
Quarter-by-quarter ownership of Investment Managers Ser Tr I (PPI) 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
Download as csv Download as ExcelQuarterly reported holdings in Investment Managers Ser Tr I by LPL Financial
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $1.6M | 105k | 15.51 |
2024-06-30 | $1.9M | 128k | 14.90 |
2024-03-31 | $1.4M | 44k | 31.83 |
2023-09-30 | $418k | 16k | 25.62 |
2023-06-30 | $394k | 15k | 25.49 |
2023-03-31 | $1.4M | 57k | 25.05 |
2022-12-31 | $228k | 9.0k | 25.38 |
2022-09-30 | $206k | 9.2k | 22.44 |