WCG Wealth Advisors LLC - IMPACT SHS TR I ownership

Quarter-by-quarter ownership
WCG Wealth Advisors LLC ownership history of IMPACT SHS TR I
ValueSharesWeighting
Q3 2023$4,508
+18.7%
232,858
+4.9%
0.33%
-25.7%
Q2 2023$3,798222,0810.44%
Other shareholders
IMPACT SHS TR I shareholders Q4 2023
NameSharesValueWeighting ↓
Allianz Investment Management U.S. LLC 1,248,751$21,2661.94%
Tolleson Wealth Management, Inc. 23,562$4020.11%
RWA WEALTH PARTNERS, LLC 161,392$2,825,9710.07%
LPL Financial LLC 422,869$7,217,7350.01%
ICA Group Wealth Management, LLC 463$7,9030.00%
Global Retirement Partners, LLC 612$10,4460.00%
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0$00.00%
NATIONAL BANK OF CANADA /FI/ 1,700$28,9510.00%
UBS Group AG 2,949$50,3390.00%
View complete list of IMPACT SHS TR I shareholders