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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
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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View all positions for Centric Wealth Management

Top funds holding Impact Shs Fds I Tr ywca womens etf

Westfuller Advisors
Greenleaf Trust
LPL Financial
Commonwealth Equity Services
Atria Wealth Solutions
Toroso Investments
Centric Wealth Management
Colony
Jane Street
Summit Investment Advisors
Bank of America Corporation
Susquehanna International
Kestra Advisory Services
Cetera Investment Advisers
Envestnet Asset Management

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