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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

Tip: Access up to 7 years of quarterly data

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
2024-03-31 $640k 19k 34.36
2023-12-31 $652k 19k 34.66

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United Parcel Service CL B (UPS)
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Wisdomtree Tr Futre Strat Fd (WTMF)
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First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)
Microsoft Corporation (MSFT)
Marathon Petroleum Corp (MPC)
Globe Life
Visa Com Cl A (V)
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Ishares Tr 7-10 Yr Trsy Bd (IEF)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Atkore Intl (ATKR)

View all positions for Centric Wealth Management

Top funds holding Impact Shs Fds I Tr ywca womens etf

Commonwealth Equity Services
Toroso Investments
Centric Wealth Management
Colony
Flow Traders US
Summit Investment Advisors
Atria Wealth Solutions
Bank of America Corporation
Advisor Group Holdings
Proequities
Jpmorgan Chase & Co
Tradition Wealth Management
CWM
William Blair $ Company
GHP Investment Advisors

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