Institutional Ownership Impact Shs Fds I Tr Ywca Women (WOMN)
This table provides information about the institutional ownership of Impact Shs Fds I Tr Ywca Women (WOMN). We have compiled data on the 34 institutions that hold shares in the stock, with a total of 300,216 shares, which have been reported (via 13F filing form) to have a value of $11.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Westfuller Advisors, LLC
New York, NY |
Apr 24, 2025 Q1 2025 |
86,138
shares
|
$3.35 Million
2.2% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Apr 30, 2025 Q1 2025 |
37,160
shares
|
$1.45 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.69%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
25,503
shares
|
$991,811
0.0% of portfolio
|
Q1 2025
Reduced 0.51%
|
|
|
Centric Wealth Management
|
May 15, 2025 Q1 2025 |
22,143
shares
|
$861,141
0.24% of portfolio
|
Q1 2025
Added 2.9%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
17,959
shares
|
$698,425
0.01% of portfolio
|
Q4 2024
Reduced 27.77%
|
|
|
South Shore Capital Advisors
|
Oct 17, 2022 Q3 2022 |
16,450
shares
|
$639,740
1.0% of portfolio
|
Q4 2020
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
13,371
shares
|
$519,998
0.0% of portfolio
|
Q1 2025
Reduced 45.1%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
10,990
shares
|
$427,401
0.0% of portfolio
|
Q1 2024
Added 34.02%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
10,713
shares
|
$416,628
0.01% of portfolio
|
Q1 2025
Reduced 6.74%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
10,034
shares
|
$390,222
0.0% of portfolio
|
Q1 2025
Added 51.8%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
7,942
shares
|
$308,864
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
7,577
shares
|
$294,669
0.0% of portfolio
|
Q4 2024
Added 1.88%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
6,737
shares
|
$262,001
0.0% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
6,089
shares
|
$236,801
0.0% of portfolio
|
Q3 2024
Reduced 1.77%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
5,922
shares
|
$230,306
0.0% of portfolio
|
Q1 2025
Added 318.81%
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Apr 29, 2025 Q1 2025 |
3,275
shares
|
$127,364
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
2,512
shares
|
$97,691
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
1,635
shares
|
$63,585
0.0% of portfolio
|
Q4 2024
Reduced 16.45%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
1,500
shares
|
$58,335
0.0% of portfolio
|
Q2 2022
Reduced 1.96%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
1,350
shares
|
$52,501
0.0% of portfolio
|
Q1 2025
Added 23.18%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
1,326
shares
|
$51,568
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
1,133
shares
|
$44,062
0.0% of portfolio
|
Q1 2025
Added 758.33%
|
|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
600
shares
|
$23,334
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
382
shares
|
$14,855
0.0% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Apr 23, 2025 Q1 2025 |
340
shares
|
$13,222
0.0% of portfolio
|
Q4 2024
Reduced 31.17%
|