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 |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | -13 | -56.52 | 06-30-2024 |
| FLUOR CORP NEW | COM | Liquidated | $0 | 0 | 0.00 | 27 | +Inf | 06-30-2024 | |
| VANGUARD BD INDEX FDS | INTERMED TERM | Liquidated | $0 | 0 | 0.00 | 0.00 | -80 | -84.21 | 06-30-2024 |
| METALLA RTY & STREAMING LTD | COM NEW | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
