Asset Dedication, LLC - IMPACT SHS TR I ownership

IMPACT SHS TR I's ticker is WOMN and the CUSIP is 45259A100. A total of 18 filers reported holding IMPACT SHS TR I in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Asset Dedication, LLC ownership history of IMPACT SHS TR I
ValueSharesWeighting
Q3 2023$110.0%352
+0.3%
0.00%0.0%
Q2 2023$11
+10.0%
3510.0%0.00%0.0%
Q1 2023$10
+11.1%
351
+8.0%
0.00%0.0%
Q4 2022$9
-99.9%
325
+0.3%
0.00%0.0%
Q3 2022$8,000
-11.1%
324
+0.3%
0.00%0.0%
Q2 2022$9,000
-18.2%
323
+0.3%
0.00%0.0%
Q1 2022$11,0000.0%322
+2.5%
0.00%0.0%
Q4 2021$11,000
+10.0%
314
+0.3%
0.00%0.0%
Q3 2021$10,0000.0%3130.0%0.00%0.0%
Q2 2021$10,0003130.00%
Other shareholders
IMPACT SHS TR I shareholders Q3 2023
NameSharesValueWeighting ↓
Fulcrum Equity Management 108,657$3,820,0001.43%
South Shore Capital Advisors 16,450$578,0000.94%
Strategic Wealth Partners Group, LLC 6,384$224,0000.04%
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 3,750$132,0000.01%
PATHSTONE FAMILY OFFICE, LLC 6,528$230,0000.01%
Syverson Strege & Co 143$5,0000.00%
Spire Wealth Management 4,600$162,0000.00%
Bedel Financial Consulting, Inc. 167$6,0000.00%
Stephens Consulting, LLC 75$2,6370.00%
Charter Oak Capital Management, LLC 150$5,0000.00%
View complete list of IMPACT SHS TR I shareholders