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Impact Shs Tr I shares owned by WCG Wealth Advisors

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

Historical chart of WCG Wealth Advisors investment in Impact Shs Tr I

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Impact Shs Tr I by WCG Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.4M 308k 17.58
2024-06-30 $5.8M 343k 16.83

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View all positions for WCG Wealth Advisors

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