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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
2024-03-31 $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

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

Astoria Portfolio Advisors
Hobbs Group Advisors
Latitude Advisors
LPL Financial
Susquehanna International
BlackDiamond Wealth Management
Envestnet Asset Management
Klr Investment Advisors
Ellis Investment Partners
Private Advisor
Onyx Bridge Wealth Group
Sowell Financial Services
Commonwealth Equity Services
Advisor Group Holdings
RFG Advisory

View all funds holding Investment Managers Ser Tr I