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Get Institutions for : 
Impact Shares Ywca Womens Empowerment Etf (WOMN)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 27    7
Total shares held : 
 161,887  
% of shares held : 
 0.18%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   3  
Amount of shares held : 
 68,007  
% of shares held change : 
   0.08%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
7
 80,336
 49.62%
 
Increased Positions :
4
 934
 0.58%
 
Unchanged Positions :
8
 14,322
 8.85%
 
Decreased Positions :
8
-13,263
-8.19%
 
Closed Positions :
0
0
0%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   COMMONWEALTH EQUITY SERVICES LLC. 2295 - 2024-03-31 25,489 $920,000 147
   Toroso Investments LLC 797 *New 2023-12-31 20,831 $694,000 20,831
   Centric Wealth Management 83 - 2024-03-31 18,630 $640,000 -182
   COLONY GROUP, LLC 549 *New 2023-12-31 17,517 $583,000 17,517
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3484 *New 2024-03-31 13,204 $476,000 13,204
   FLOW TRADERS U.S. LLC 499 *New 2023-12-31 13,438 $448,000 13,438
   SUMMIT INVESTMENT ADVISORS INC 872 - 2023-12-31 12,192 $406,000 -495
   Atria Wealth Solutions Inc. 1441 *New 2023-12-31 9,583 $319,000 9,583
   LPL FINANCIAL CORP 4144 *New 2024-03-31 7,968 $288,000 7,968
   BANK OF AMERICA CORP /DE/ 4838 - 2023-12-31 8,200 $273,000 0
   COLONY GROUP LLC 694 *New 2023-09-30 7,942 $239,000 7,942
   Atlantic Trust Group LLC 1068 - 2024-03-31 6,299 $226,000 0
   ENVESTNET ASSET MANAGEMENT INC 3781 - 2023-12-31 6,231 $208,000 -962
   PROEQUITIES INC. 715 - 2024-03-31 4,917 $178,000 194
   Advisor Group Holdings Inc. 4151 - 2024-03-31 2,987 $108,000 -4,870
   CWM LLC 2222 - 2024-03-31 1,500 $54,000 0
   Tradition Wealth Management LLC 606 - 2023-12-31 1,614 $54,000 0
   BLAIR WILLIAM & CO/IL 1610 - 2024-03-31 1,140 $41,000 0
   Smartleaf Asset Management LLC 730 - 2024-03-31 584 $19,000 -1,675
   GHP INVESTMENT ADVISORS INC 598 - 2024-03-31 494 $18,000 0
   UBS Group AG 5904 - 2023-12-31 444 $15,000 444
   Asset Dedication LLC 650 - 2024-03-31 357 $13,000 4
   ROYAL BANK OF CANADA 5929 - 2023-12-31 110 $4,000 0
   Stephens Consulting LLC 388 - 2024-03-31 100 $4,000 25
   HARBOUR INVESTMENTS INC. 2723 - 2023-12-31 70 $2,000 0
   McGlone Suttner Wealth Management Inc. 457 *Closed 2024-03-31 0 $0 -80
   J P MORGAN CHASE & CO 5868 *Closed 2024-03-31 0 $0 -2,435
   ADVISORY SERVICES NETWORK, LLC 2600 *Closed 2024-03-31 0 $0 -75
   US BANCORP 3922 *Closed 2024-03-31 0 $0 -212
   MORGAN STANLEY 7490 - 2023-12-31 1 $0 1
   PATHSTONE FAMILY OFFICE, LLC 1681 *Closed 2023-09-30 0 $0 -6,528
  31 Records found
  1    
  Page 1 of 1
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