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 35 institutions that hold shares in the stock, with a total of 356,887 shares, which have been reported (via 13F filing form) to have a value of $13.6 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Nbt Bank N A
|
Feb 07, 2025 Q4 2024 |
600
shares
|
$22,824
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
381
shares
|
$14,493
0.0% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Jan 27, 2025 Q4 2024 |
340
shares
|
$12,933
0.0% of portfolio
|
Q4 2024
Reduced 31.17%
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 13, 2025 Q4 2024 |
324
shares
|
$12,324
0.0% of portfolio
|
Q1 2024
Added 0.93%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
220
shares
|
$8,368
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jan 24, 2025 Q4 2024 |
200
shares
|
$7,608
0.0% of portfolio
|
Q2 2024
Added 100.0%
|
|
|
Whittier Trust CO
|
Feb 11, 2025 Q4 2024 |
155
shares
|
$5,896
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
132
shares
|
$5,021
0.0% of portfolio
|
Q4 2024
Reduced 23.26%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
110
shares
|
$4,184
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
100
shares
|
$3,804
0.0% of portfolio
|
Q3 2024
Added 42.86%
|