Centric Wealth Management Impact Shs Fds I Tr Ywca Women Transaction History
Centric Wealth Management
- $383 Million
- Q3 2024
A detailed history of Centric Wealth Management transactions in Impact Shs Fds I Tr Ywca Women stock. As of the latest transaction made, Centric Wealth Management holds 19,730 shares of WOMN stock, worth $773,613. This represents 0.2% of its overall portfolio holdings.
Number of Shares
19,730
Previous 19,156
3.0%
Holding current value
$773,613
Previous $689,000
10.6%
% of portfolio
0.2%
Previous 0.21%
Shares
4 transactions
Others Institutions Holding WOMN
# of Institutions
31Shares Held
323KCall Options Held
0Put Options Held
0-
Westfuller Advisors, LLC New York, NY85.5KShares$3.35 Million2.37% of portfolio
-
Lpl Financial LLC Fort Mill, SC28.5KShares$1.12 Million0.0% of portfolio
-
Commonwealth Equity Services, LLC25.6KShares$1 Million0.0% of portfolio
-
Atria Wealth Solutions, Inc. New York, NY24.9KShares$974,8390.01% of portfolio
-
Toroso Investments, LLC Massapequa, NY23.8KShares$934,7660.01% of portfolio