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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

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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
2024-06-30 $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