Goss Wealth Management »

Impact Shs Tr I shares owned by Goss Wealth Management

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

Historical chart of Goss Wealth Management investment in Impact Shs Tr I

Tip: Access up to 7 years of quarterly data

All positions including Impact Shs Tr I held by Goss Wealth Management 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 Goss Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $52k 3.1k 16.83
2024-03-31 $52k 3.1k 16.91

More positions owned by Goss Wealth Management

Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Amazon (AMZN)
Broadcom (AVGO)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Eli Lilly & Co. (LLY)
JPMorgan Chase & Co. (JPM)
Spdr Ser Tr Portfolio S&p500 (SPLG)

View all positions for Goss Wealth Management

Top funds holding Impact Shs Tr I

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

View all funds holding Impact Shs Tr I