Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| IMPACT PARTNERSHIP WEALTH LLC | 05-13-2024 | 03-31-2024 | 704 | 252,351,371 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| PHINIA INC | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 8 | +Inf | 12-31-2023 | |
| SNAP INC | CL A | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| REPLIGEN CORP | COM | 1353 | $177 | 1 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| NEWELL BRANDS INC | COM | 1354 | $161 | 20 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
