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Impact Shs Tr I shares owned by LPL Financial

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

Historical chart of LPL Financial investment in Impact Shs Tr I

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Impact Shs Tr I by LPL Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $14M 787k 17.58
2024-06-30 $13M 759k 16.83
2024-03-31 $12M 736k 16.91

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View all positions for LPL Financial

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