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McGlone Suttner Wealth Management’s Impact Shares Womens Empowerment ETF Trading WOMN Stock Holding History

McGlone Suttner Wealth Management’s Portfolio WOMN Stock Details WOMN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-80
Closed -$2.67K – 778
2023
Q4 		$2.67K Buy
+80
New +$2.51K ﹤0.01% 652

Other funds holding WOMN

WA
Westfuller Advisors New York $275M AUM 24.54% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
CWM
Centric Wealth Management Chicago, Illinois $501M AUM 15.27% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
AIP
Ameritas Investment Partners Lincoln, Nebraska $3.25B AUM 28.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

McGlone Suttner Wealth Management's WOMN Position: Q1 2024 in Review

McGlone Suttner Wealth Management sold out of Impact Shares Womens Empowerment ETF Trading (WOMN) in Q1 2024, closing a stake of 80 shares — an estimated $2.67K sold.

McGlone Suttner Wealth Management first reported a position in WOMN in Q4 2023 and held it in 1 quarter. The position peaked at $2.67K in Q4 2023. 26 funds tracked by Wall St. Rank hold WOMN as of Q1 2024.

  • McGlone Suttner Wealth Management reported no remaining Impact Shares Womens Empowerment ETF Trading position as of Q1 2024 after selling out during the quarter.
  • McGlone Suttner Wealth Management sold 80 Impact Shares Womens Empowerment ETF Trading shares in Q1 2024, an estimated $2.67K.
  • McGlone Suttner Wealth Management first reported a position in Impact Shares Womens Empowerment ETF Trading in Q4 2023 and held it in 1 quarter.
  • McGlone Suttner Wealth Management's Impact Shares Womens Empowerment ETF Trading position peaked at $2.67K in Q4 2023.
  • 26 funds tracked by Wall St. Rank held Impact Shares Womens Empowerment ETF Trading as of Q1 2024.

Based on McGlone Suttner Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.