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 |
|---|---|---|---|---|---|---|---|---|---|
| WESTROCK CO | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -136 | -81.93 | 06-30-2024 |
| UNITEDHEALTH GROUP INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -17 | -85.00 | 06-30-2024 |
| WISDOMTREE TR | EM EX ST-OWNED | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| GARTNER INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
