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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES INC | MSCI EURZONE ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| FIRST SOLAR INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -1,367 | -99.20 | 03-31-2024 |
| MORGAN STANLEY | COM NEW | 1003 | $1,883 | 20 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| BLACK STONE MINERALS L P | COM UNIT | 1004 | $1,879 | 118 | 0.00 | 0.00 | 1 | 0.85 | 03-31-2024 |
