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 |
|---|---|---|---|---|---|---|---|---|---|
| EVERSOURCE ENERGY | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -900 | -93.85 | 06-30-2024 |
| GINKGO BIOWORKS HOLDINGS INC | CL A SHS | 852 | $3,510 | 10,500 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US | Liquidated | $0 | 0 | 0.00 | 96 | +Inf | 06-30-2024 | |
| EXCHANGE TRADED CONCEPTS TRU | EMQQ EM INTERN | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
