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Impact Shs Fds I Tr ywca womens etf shares owned by Centric Wealth Management

Quarter-by-quarter ownership of Impact Shs Fds I Tr ywca womens etf (WOMN) shares owned by Centric Wealth Management from 13F filings

Historical chart of Centric Wealth Management investment in Impact Shs Fds I Tr ywca womens etf

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All positions including Impact Shs Fds I Tr ywca womens etf held by Centric Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Impact Shs Fds I Tr ywca womens etf by Centric Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $894k 22k 40.90
2025-06-30 $858k 22k 39.32
2025-03-31 $848k 22k 38.29
2024-12-31 $829k 22k 38.53
2024-09-30 $777k 20k 39.37
2024-06-30 $696k 19k 36.35
2024-03-31 $640k 19k 34.36
2023-12-31 $652k 19k 34.66

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Hartford Fds Exchange Traded Strategic Income (HFSI)
UnitedHealth (UNH)
Microsoft Corporation (MSFT)
Pacer Fds Tr Lunt Lrgcp Multi (PALC)
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)
NVIDIA Corporation (NVDA)
Eli Lilly & Co. (LLY)
Ishares Tr Ibonds Dec 2030 (IBDV)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Advanced Micro Devices (AMD)

View all positions for Centric Wealth Management

Top funds holding Impact Shs Fds I Tr ywca womens etf

Natural Investments
Westfuller Advisors
Rock Creek Group
Toroso Investments
LPL Financial
Commonwealth Equity Services
Greenleaf Trust
Colony
Centric Wealth Management
Atria Wealth Solutions
Summit Investment Advisors
Kestra Advisory Services
Kovitz Investment Group Partners
Atlantic Trust
Ethic

View all funds holding Impact Shs Fds I Tr ywca womens etf