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 |
|---|---|---|---|---|---|---|---|---|---|
| EQT CORP | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -3,882 | -99.62 | 06-30-2024 |
| PORTILLOS INC | COM CL A | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| GLOBAL X FDS | LITHIUM BTRY ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| ALLISON TRANSMISSION HLDGS I | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -1,570 | -99.62 | 06-30-2024 |
