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 |
|---|---|---|---|---|---|---|---|---|---|
| ALPS ETF TR | SECTR DIV DOGS | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| MEDTRONIC PLC | SHS | Liquidated | $0 | 0 | 0.00 | 0.00 | -10,183 | -99.41 | 06-30-2024 |
| TEXAS INSTRS INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -18 | -37.50 | 06-30-2024 |
