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 |
|---|---|---|---|---|---|---|---|---|---|
| PFIZER INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -905 | -50.64 | 06-30-2024 |
| BEL FUSE INC | CL B | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| ROSS STORES INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -23 | -12.57 | 06-30-2024 |
| SPDR SER TR | PRTFLO S&P500 GW | Liquidated | $0 | 0 | 0.00 | 0.00 | -27 | -7.78 | 06-30-2024 |
