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 |
|---|---|---|---|---|---|---|---|---|---|
| TERADATA CORP DEL | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 745 | 42.99 | 06-30-2024 |
| VANECK ETF TRUST | MRNGSTR WDE MOAT | Liquidated | $0 | 0 | 0.00 | 0.00 | -87 | -7.57 | 06-30-2024 |
| EURONET WORLDWIDE INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 852 | 10650.00 | 06-30-2024 |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
