CUSIP 46137V811MF Closed and MF OpenPTFQ4 2025
2 filings · latest Mar 10, 2020
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Lpl Financial LLC | 522.5K | $39.97M |
| 2 | Morgan Stanley | 236.1K | $18.06M |
| 3 | Transamerica Financial Advisors, LLC | 194.2K | $14.86M |
| 4 | Bank Of America Corp /De/ | 177.7K | $13.59M |
| 5 | Raymond James Financial Inc | 96.8K | $7.40M |
| 6 | Paller Financial Services Inc | 77.8K | $5.95M |
| 7 | Theory Financial LLC | 67.8K | $5.63M |
| 8 | Wells Fargo & Company/Mn | 72.9K | $5.58M |
| 9 |
| Ameriprise Financial Inc |
| 57.2K |
| $4.37M |
| 10 | Osaic Holdings, Inc. | 50.7K | $3.87M |