Ethic »

Impact Shs Tr I shares owned by Ethic

Quarter-by-quarter ownership of Impact Shs Tr I (OWNS) shares owned by Ethic from 13F filings

Historical chart of Ethic investment in Impact Shs Tr I

Tip: Access up to 7 years of quarterly data

All positions including Impact Shs Tr I held by Ethic 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 Ethic

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.1M 65k 16.91
2024-03-31 $1.1M 65k 16.91

More positions owned by Ethic

Microsoft Corporation (MSFT)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Alphabet Cap Stk Cl C (GOOG)
Eli Lilly & Co. (LLY)
Meta Platforms Cl A (META)
Visa Com Cl A (V)
UnitedHealth (UNH)
Mastercard Incorporated Cl A (MA)
Merck & Co (MRK)
Broadcom (AVGO)
Home Depot (HD)
salesforce (CRM)

View all positions for Ethic

Top funds holding Impact Shs Tr I

Allianz Investment Management U.S
LPL Financial
WCG Wealth Advisors
Adviser Investments
Atria Investments
Ethic
Abacus Wealth Partners
Tolleson Wealth Management
OneAscent Wealth Management
Dynamic Advisors Solutions
PFG Investments
Verus Capital Partners
Perigon Wealth Management
Jane Street
Goss Wealth Management

View all funds holding Impact Shs Tr I