Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| IMPACT PARTNERSHIP WEALTH LLC | 05-13-2024 | 03-31-2024 | 704 | 252,351,371 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| WP CAREY INC | COM | Liquidated | $378,542 | 6,707 | 0.00 | 0.00 | 6,707 | +Inf | 03-31-2024 |
| MARATHON PETE CORP | COM | 102 | $373,623 | 1,855 | 0.00 | 0.00 | 25 | 1.37 | 03-31-2024 |
| LAM RESEARCH CORP | COM | 103 | $371,377 | 382 | 0.00 | 0.00 | -57 | -12.98 | 03-31-2024 |
| CHESAPEAKE ENERGY CORP | COM | 104 | $368,817 | 4,152 | 0.00 | 0.00 | -2,759 | -39.92 | 03-31-2024 |
