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Impact Shs Tr I shares owned by Adviser Investments

Quarter-by-quarter ownership of Impact Shs Tr I shares owned by Adviser Investments from 13F filings

Historical chart of Adviser Investments investment in Impact Shs Tr I

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

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Quarterly reported holdings in Impact Shs Tr I by Adviser Investments

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.2M 189k 16.91

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View all positions for Adviser Investments

Top funds holding Impact Shs Tr I

LPL Financial
Adviser Investments
Ethic
Abacus Wealth Partners
Tolleson Wealth Management
OneAscent Financial Services
OneAscent Wealth Management
Jane Street
Verus Capital Partners
PFG Investments
Goss Wealth Management
UBS Group
ICA Group Wealth Management
Global Retirement Partners
Private Trust Co Na

View all funds holding Impact Shs Tr I