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 |
|---|---|---|---|---|---|---|---|---|---|
| THERMO FISHER SCIENTIFIC INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -5 | -62.50 | 06-30-2024 |
| WOODSIDE ENERGY GROUP LTD | SPONSORED ADR | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| INVESCO EXCH TRADED FD TR II | S&P EMRNG MKTS | Liquidated | $0 | 0 | 0.00 | 69 | +Inf | 06-30-2024 | |
| EXTRA SPACE STORAGE INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -52 | -82.54 | 06-30-2024 |
