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 |
|---|---|---|---|---|---|---|---|---|---|
| AMAZON COM INC | COM | 51 | $952,529 | 4,929 | 0.00 | 0.00 | 3,364 | 214.95 | 06-30-2024 |
| GILEAD SCIENCES INC | COM | 52 | $888,764 | 12,954 | 0.00 | 0.00 | -1,008 | -7.22 | 06-30-2024 |
| SKYWORKS SOLUTIONS INC | COM | 53 | $873,966 | 8,200 | 0.00 | 0.00 | 6,378 | 350.05 | 06-30-2024 |
| CINCINNATI FINL CORP | COM | 54 | $867,329 | 7,344 | 0.00 | 0.00 | 5,610 | 323.53 | 06-30-2024 |
