Charter Oak Capital Management, LLC Impact Shs Fds I Tr Ywca Women Transaction History

Charter Oak Capital Management, LLC

$1.07 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Feb 12, 2021	BUY	$25.6 - $30.44 $3,840 - $4,566	150 New	150 $4,000

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

Ticker WOMN
Sector ETFs
Industry ETFs

More about WOMN

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Charter Oak Capital Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Charter Oak Capital Management, LLC with notifications on news.