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Investment Managers Ser Tr I shares owned by LPL Financial

Quarter-by-quarter ownership of Investment Managers Ser Tr I (RINC) 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
2024-09-30 $583k 24k 24.37
2024-06-30 $546k 24k 22.75
2024-03-31 $787k 33k 24.04
2023-09-30 $1.3M 53k 24.04

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)
Vanguard Index Fds Total Stk Mkt (VTI)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Us Treas Bd Etf (GOVT)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Amazon (AMZN)

View all positions for LPL Financial

Top funds holding Investment Managers Ser Tr I

Signature Securities Group Corporation
LPL Financial
Steward Partners Investment Advisory
Morgan Stanley
Advisor Group Holdings
Fortitude Family Office
Royal Bank of Canada
Wells Fargo & Company
Harbour Investments
Summit Investment Advisors
Abound Wealth Management
Stephens Consulting
Cape Investment Advisory
Federation des caisses Desjardins du Quebec
Aspire Private Capital

View all funds holding Investment Managers Ser Tr I