Who owns INVESTMENT MANAGERS SER TR I?

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Analyze quarterly positions in Investment Managers Ser Tr I with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of Investment Managers Ser Tr I stock

Who bought or sold INVESTMENT MANAGERS SER TR I this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Signature Securities Group Corporation 39k $951k 3% Sep 2024
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LPL Financial 24k $583k 0% Sep 2024
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Steward Partners Investment Advisory 20k $445k -3% Jun 2024
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Morgan Stanley 11k $248k 1% Jun 2024
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Advisor Group Holdings 1.5k $36k -95% Sep 2024
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Fortitude Family Office 1.0k $25k 100% Sep 2024
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Royal Bank of Canada 987.00 $24k -15% Sep 2024
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Wells Fargo & Company 959.00 $23k 0% Sep 2024
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Harbour Investments 537.00 $13k -15% Sep 2024
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Summit Investment Advisors 395.00 $9.6k 0% Sep 2024
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Abound Wealth Management 301.00 $7.3k 100% Sep 2024
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Stephens Consulting 186.00 $4.5k 0% Sep 2024
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Cape Investment Advisory 150.00 $3.4k 0% Jun 2024
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Federation des caisses Desjardins du Quebec 61.00 $1.5k 0% Sep 2024
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Aspire Private Capital 6.00 $145.999800 0% Sep 2024
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Who sold out of Investment Managers Ser Tr I?

Fund or Company Name Date Sold Shares Held Valued At
Virtu Financial Jun 2024 46k $1.1M
ICA Group Wealth Management Mar 2024 625.00 $15k
Atlantic Trust Jun 2024 500.00 $12k
Tyler-Stone Wealth Management Jun 2024 222.00 $5.1k
Simplex Trading Jun 2024 32.00 $0