Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| IMPACT PARTNERSHIP WEALTH LLC | 08-02-2024 | 06-30-2024 | 217 | 380,639,430 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| AMERICAN FINL GROUP INC OHIO | COM | 101 | $565,487 | 4,597 | 0.00 | 0.00 | 2,101 | 84.17 | 06-30-2024 |
| AMERICAN EXPRESS CO | COM | 102 | $561,979 | 2,427 | 0.00 | 0.00 | 2,420 | 34571.43 | 06-30-2024 |
| KELLANOVA | COM | 103 | $557,325 | 9,662 | 0.00 | 0.00 | 1,532 | 18.84 | 06-30-2024 |
| COTERRA ENERGY INC | COM | 104 | $555,284 | 20,821 | 0.00 | 0.00 | 3,260 | 18.56 | 06-30-2024 |
