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
SHOPIFY INC CL A Liquidated $0 0 0.00 0.00 0 0.00 06-30-2024
CRISPR THERAPEUTICS AG NAMEN AKT Liquidated $0 0 0.00 0.00 0 0.00 06-30-2024
KYNDRYL HLDGS INC COMMON STOCK Liquidated $0 0 0.00 0.00 -27 -90.00 06-30-2024
ZOOM VIDEO COMMUNICATIONS IN CL A Liquidated $0 0 0.00 0.00 0 0.00 06-30-2024
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