Charter Oak Capital Management, LLC - IMPACT SHS TR I ownership

IMPACT SHS TR I's ticker is WOMN and the CUSIP is 45259A100. A total of 10 filers reported holding IMPACT SHS TR I in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Charter Oak Capital Management, LLC ownership history of IMPACT SHS TR I
ValueSharesWeighting
Q2 2022$4,000
-20.0%
1500.0%0.00%0.0%
Q1 2022$5,0000.0%1500.0%0.00%0.0%
Q4 2021$5,0000.0%1500.0%0.00%0.0%
Q3 2021$5,0000.0%1500.0%0.00%0.0%
Q2 2021$5,0000.0%1500.0%0.00%0.0%
Q1 2021$5,000
+25.0%
1500.0%0.00%0.0%
Q4 2020$4,0001500.00%
Other shareholders
IMPACT SHS TR I shareholders Q4 2020
NameSharesValueWeighting ↓
South Shore Capital Advisors 16,450$541,0000.96%
Fulcrum Equity Management 73,359$2,412,0000.90%
PATHSTONE FAMILY OFFICE, LLC 6,528$215,0000.01%
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 2,063$68,0000.00%
Bedel Financial Consulting, Inc. 167$5,0000.00%
Charter Oak Capital Management, LLC 150$5,0000.00%
CIBC Private Wealth Group, LLC 6,799$224,0000.00%
Asset Dedication, LLC 313$10,0000.00%
MORGAN STANLEY 3$00.00%
BLAIR WILLIAM & CO/IL 961$32,0000.00%
View complete list of IMPACT SHS TR I shareholders