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 28 institutions that hold shares in the stock, with a total of 224,518 shares, which have been reported (via 13F filing form) to have a value of $8.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
25,574
shares
|
$991,503
0.0% of portfolio
|
Q3 2024
Reduced 1.05%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Aug 14, 2024 Q2 2024 |
23,267
shares
|
$902,061
0.01% of portfolio
|
Q2 2024
Added 4.72%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
22,574
shares
|
$875,193
0.0% of portfolio
|
Q2 2024
Added 183.31%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 22, 2024 Q2 2024 |
20,128
shares
|
$780,362
0.01% of portfolio
|
Q2 2024
Reduced 42.96%
|
|
|
Centric Wealth Management
|
Aug 13, 2024 Q2 2024 |
19,156
shares
|
$742,678
0.21% of portfolio
|
Q2 2024
Added 2.82%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
18,180
shares
|
$704,838
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
South Shore Capital Advisors
|
Oct 17, 2022 Q3 2022 |
16,450
shares
|
$637,766
1.0% of portfolio
|
Q4 2020
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 13, 2024 Q2 2024 |
11,747
shares
|
$455,431
0.01% of portfolio
|
Q2 2024
Reduced 2.37%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
10,990
shares
|
$426,082
0.0% of portfolio
|
Q1 2024
Added 34.02%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
10,316
shares
|
$399,951
0.0% of portfolio
|
Q2 2024
Reduced 21.87%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
7,942
shares
|
$307,911
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
7,408
shares
|
$287,208
0.0% of portfolio
|
Q2 2024
Added 0.2%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
7,165
shares
|
$277,787
0.0% of portfolio
|
Q2 2024
Reduced 2.33%
|
|
|
Cibc Private Wealth Group, LLC
|
Aug 09, 2024 Q2 2024 |
6,199
shares
|
$240,335
0.0% of portfolio
|
Q2 2024
Reduced 1.59%
|
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
5,947
shares
|
$230,565
0.0% of portfolio
|
Q2 2024
Reduced 4.37%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
4,815
shares
|
$186,677
0.01% of portfolio
|
Q3 2024
Added 3.66%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
2,284
shares
|
$88,550
0.0% of portfolio
|
Q2 2024
Reduced 23.54%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
1,500
shares
|
$58,155
0.0% of portfolio
|
Q2 2022
Reduced 1.96%
|
|
|
Blair William & CO
Chicago, IL |
Aug 12, 2024 Q2 2024 |
1,094
shares
|
$42,414
0.0% of portfolio
|
Q2 2024
Reduced 4.04%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 24, 2024 Q3 2024 |
494
shares
|
$19,152
0.0% of portfolio
|
Q2 2023
Reduced 39.09%
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
380
shares
|
$14,732
0.0% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Abound Wealth Management
Franklin, TN |
Aug 09, 2024 Q2 2024 |
324
shares
|
$12,561
0.0% of portfolio
|
Q1 2024
Added 0.93%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Oct 18, 2024 Q3 2024 |
200
shares
|
$7,754
0.0% of portfolio
|
Q2 2024
Added 100.0%
|
|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
171
shares
|
$6,629
0.0% of portfolio
|
Q2 2024
Reduced 20.83%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
110
shares
|
$4,264
0.0% of portfolio
|
Q2 2021
New holding
|