Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| IMPACT PARTNERSHIP WEALTH LLC | 02-12-2024 | 12-31-2023 | 836 | 273,610,073 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPDR SER TR | BLOOMBERG 1-3 MO | 1 | $51,185,005 | 560,072 | 0.02 | 0.03 | -340,467 | -37.81 | 12-31-2023 |
| INVESCO QQQ TR | UNIT SER 1 | 2 | $16,960,832 | 41,416 | 0.01 | 0.00 | 20,261 | 95.77 | 12-31-2023 |
| VANGUARD INTL EQUITY INDEX F | FTSE EUROPE ETF | 3 | $13,206,927 | 204,822 | 0.00 | 0.00 | 91,453 | 80.67 | 12-31-2023 |
| SPDR INDEX SHS FDS | PORTFOLIO EMG MK | 4 | $9,674,079 | 273,202 | 0.00 | 0.00 | 272,601 | 45357.90 | 12-31-2023 |
