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 25 institutions that hold shares in the stock, with a total of 209,933 shares, which have been reported (via 13F filing form) to have a value of $7.6 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 13, 2024 Q1 2024 |
35,288
shares
|
$1.28 Million
0.01% of portfolio
|
Q1 2024
Added 268.24%
|
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
25,489
shares
|
$922,192
0.0% of portfolio
|
Q1 2024
Added 0.58%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
May 15, 2024 Q1 2024 |
22,218
shares
|
$803,847
0.01% of portfolio
|
Q1 2024
Added 6.66%
|
|
|
Centric Wealth Management
|
May 01, 2024 Q1 2024 |
18,630
shares
|
$674,033
0.22% of portfolio
|
Q1 2024
Reduced 0.97%
|
|
|
South Shore Capital Advisors
|
Oct 17, 2022 Q3 2022 |
16,450
shares
|
$595,161
1.0% of portfolio
|
Q4 2020
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 07, 2024 Q1 2024 |
13,204
shares
|
$477,720
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 13, 2024 Q1 2024 |
12,032
shares
|
$435,317
0.02% of portfolio
|
Q1 2024
Reduced 1.31%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
10,990
shares
|
$397,618
0.0% of portfolio
|
Q1 2024
Added 34.02%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
7,968
shares
|
$288,282
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
7,942
shares
|
$287,341
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Kestra Advisory Services, LLC
|
May 15, 2024 Q1 2024 |
7,393
shares
|
$267,478
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 24, 2024 Q1 2024 |
7,336
shares
|
$265,416
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 10, 2024 Q1 2024 |
6,299
shares
|
$227,897
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
6,219
shares
|
$225,003
0.0% of portfolio
|
Q1 2024
Reduced 0.19%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Apr 30, 2024 Q1 2024 |
4,917
shares
|
$177,897
0.01% of portfolio
|
Q1 2024
Added 4.11%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
2,987
shares
|
$108,069
0.0% of portfolio
|
Q1 2024
Reduced 61.98%
|
|
|
Cwm, LLC
|
Apr 05, 2024 Q1 2024 |
1,500
shares
|
$54,270
0.0% of portfolio
|
Q2 2022
Reduced 1.96%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2024 Q1 2024 |
1,140
shares
|
$41,245
0.0% of portfolio
|
Q4 2023
Reduced 38.35%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 02, 2024 Q1 2024 |
584
shares
|
$21,129
0.0% of portfolio
|
Q1 2024
Reduced 74.15%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Apr 25, 2024 Q1 2024 |
494
shares
|
$17,872
0.0% of portfolio
|
Q2 2023
Reduced 39.09%
|
|
|
Asset Dedication, LLC
|
Apr 16, 2024 Q1 2024 |
357
shares
|
$12,916
0.0% of portfolio
|
Q1 2024
Added 1.13%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
216
shares
|
$7,814
0.0% of portfolio
|
Q1 2024
Added 21500.0%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
110
shares
|
$3,979
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2024 Q1 2024 |
100
shares
|
$3,618
0.0% of portfolio
|
Q1 2024
Added 33.33%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 16, 2024 Q4 2023 |
70
shares
|
$2,532
0.0% of portfolio
|
Q2 2023
Reduced 98.54%
|
|