WCEO TWO RDS SHARED TR
FollowHYPATIA WOMEN (fund)
9 managers (9 13F filers) reported a position in WCEO shares at 2024-12-31, 4,381 shares in all. 1 filer opened a position and 0 filers sold out during the quarter.
- Managers
- 9
- 13F filers
- 9
- New
- 1
- Added
- 2
- Reduced
- 0
- Sold out
- 0
- Shares held by filers
- 4,381
Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q4 2024
Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Private Wealth Management Group, LLC | 2,500 | $75.6K | 0.03% | +400 | 13F-HRTimeline |
| Stephens Consulting, LLC | 1,042 | $31.5K | 0.01% | +72 | 13F-HRTimeline |
| North Star Investment Management Corp. | 410 | $12.4K | <0.01% | 0 | 13F-HRTimeline |
| HARBOUR INVESTMENTS, INC. | 161 | $4.87K | <0.01% | 0 | 13F-HRTimeline |
| Asset Dedication, LLC | 98 | $2.96K | <0.01% | 0 | 13F-HRTimeline |
| Heritage Wealth Advisors | 90 | $2.72K | <0.01% | 0 | 13F-HRTimeline |
| TOTH FINANCIAL ADVISORY CORP | 80 | $2.42K | <0.01% | 0 | 13F-HRTimeline |
| WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN | 0 | $9 | <0.01% | new | 13F-HRTimelineGroupAmount filed as zero, left out of ratios. |
| CONCOURSE FINANCIAL GROUP SECURITIES, I… | 0 | $0 | 0% | 0 | 13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios. |