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Impact Shs Tr I shares owned by WCG Wealth Advisors

Quarter-by-quarter ownership of Impact Shs Tr I shares owned by WCG Wealth Advisors from 13F filings

Historical chart of WCG Wealth Advisors investment in Impact Shs Tr I

Tip: Access up to 7 years of quarterly data

All positions including Impact Shs Tr I held by WCG Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Impact Shs Tr I by WCG Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $4.1M 239k 17.24
2023-09-30 $4.5M 233k 19.36
2023-06-30 $3.8M 222k 17.10

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Top funds holding Impact Shs Tr I

Allianz Investment Management U.S
WCG Wealth Advisors
Jane Street
Tolleson Wealth Management
Verus Capital Partners
National Bank Of Canada /fi/
ICA Group Wealth Management
General Re - New England Asset Management

View all funds holding Impact Shs Tr I