Private Trust Co Na »

Impact Shs Tr I shares owned by Private Trust Co Na

Quarter-by-quarter ownership of Impact Shs Tr I shares owned by Private Trust Co Na from 13F filings

Historical chart of Private Trust Co Na investment in Impact Shs Tr I

Tip: Access up to 7 years of quarterly data

All positions including Impact Shs Tr I held by Private Trust Co Na consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Impact Shs Tr I by Private Trust Co Na

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.7k 100 16.91

More positions owned by Private Trust Co Na

Microsoft Corporation (MSFT)
Apple (AAPL)
Spdr S&p 500 Etf (SPY)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
iShares S&P 500 Index (IVV)
Alphabet Inc Class A cs (GOOGL)
Vanguard Total Stock Market ETF (VTI)
JPMorgan Chase & Co. (JPM)
Eli Lilly & Co. (LLY)
Procter & Gamble Company (PG)
Invesco Qqq Trust Series 1 (QQQ)
Vanguard Europe Pacific ETF (VEA)
Exxon Mobil Corporation (XOM)
iShares S&P MidCap 400 Index (IJH)

View all positions for Private Trust Co Na

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