Institutional Owners for IRM
Institution Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta (%) Period of Report
BEAUMONT FINANCIAL ADVISORS LLC COM 1001 $247,799 3,541 0.00 0.00 -164 -4.43 12-31-2023
LEBENTHAL GLOBAL ADVISORS LLC COM 1002 $247,589 3,538 0.00 3,538 +Inf 12-31-2023
GELLER ADVISORS LLC COM 1003 $210,651 3,505 0.00 3,505 +Inf 09-30-2023
ROBINSON SMITH WEALTH ADVISORS LLC COM 1004 $280,735 3,500 0.00 3,500 +Inf 03-31-2024
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