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 |
|---|---|---|---|---|---|---|---|---|---|
| MID-AMER APT CMNTYS INC | COM | Liquidated | $0 | 0 | 0.00 | 3,135 | +Inf | 06-30-2024 | |
| INGREDION INC | COM | 152 | $408,217 | 3,559 | 0.00 | 3,559 | +Inf | 06-30-2024 | |
| INTERNATIONAL PAPER CO | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -1,934 | -15.68 | 06-30-2024 |
| CNA FINL CORP | COM | 154 | $405,169 | 8,795 | 0.00 | 0.00 | 760 | 9.46 | 06-30-2024 |
