Bedel Financial Consulting, Inc. Impact Shs Fds I Tr Ywca Women Transaction History

Bedel Financial Consulting, Inc.

$716 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 04, 2022	SELL	$27.27 - $32.95 $4,554 - $5,502	-167 Closed	0 $0
Q1 2021 Apr 26, 2021	BUY	$28.6 - $30.55 $4,776 - $5,101	167 New	167 $5,000

Others Institutions Holding WOMN

# of Institutions

31

Shares Held

323K

Call Options Held

0

Put Options Held

0

Westfuller Advisors, LLC New York, NY

85.5K
Shares

$3.33 Million
2.37% of portfolio
Lpl Financial LLC Fort Mill, SC

28.5K
Shares

$1.11 Million
0.0% of portfolio
Commonwealth Equity Services, LLC

25.6K
Shares

$995,340
0.0% of portfolio
Atria Wealth Solutions, Inc. New York, NY

24.9K
Shares

$967,629
0.01% of portfolio
Toroso Investments, LLC Massapequa, NY

23.8K
Shares

$927,852
0.01% of portfolio

About IMPACT SHS FDS I TR YWCA WOMEN

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