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 |
|---|---|---|---|---|---|
|
Abound Wealth Management
Franklin, TN |
Apr 17, 2025 Q1 2025 |
324
shares
|
$12,600
0.0% of portfolio
|
Q1 2024
Added 0.93%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
293
shares
|
$11,394
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
220
shares
|
$8,555
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
200
shares
|
$7,778
0.0% of portfolio
|
Q2 2024
Added 100.0%
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
155
shares
|
$6,027
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
110
shares
|
$4,277
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
100
shares
|
$3,889
0.0% of portfolio
|
Q3 2024
Added 42.86%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
33
shares
|
$1,283
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|