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ADVISERS INVT TR
ADVISERS INVT TR . Institutional holdings reported to the SEC.
Institutional Holders (2015Q1)
Portfolio Summary: 2 Institutional holders with a total value of $51,061,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 FULTON BANK, N.A. 2,283,205 46,919,000 91.89%
2 LPL Financial LLC 199,143 4,142,000 8.11%

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.