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 |
|---|---|---|---|---|---|---|---|---|---|
| LINCOLN ELEC HLDGS INC | COM | 251 | $223,137 | 1,183 | 0.00 | 0.00 | 589 | 99.16 | 06-30-2024 |
| AMPLIFY ETF TR | BLACKSWAN GRWT | 252 | $223,029 | 7,862 | 0.00 | 0.00 | 824 | 11.71 | 06-30-2024 |
| BERKLEY W R CORP | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 69 | 2.83 | 06-30-2024 |
| PROSPERITY BANCSHARES INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 3,257 | 5520.34 | 06-30-2024 |
