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ADVISERS INVT TR
ADVISERS INVT TR . Institutional holdings reported to the SEC.
Institutional Holders (2014Q3)
Portfolio Summary: 2 Institutional holders with a total value of $41,458,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 FULTON BANK, N.A. 2,001,967 38,497,000 92.86%
2 LPL Financial LLC 153,207 2,961,000 7.14%

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.