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 |
|---|---|---|---|---|---|---|---|---|---|
| ALLIANCE RESOURCE PARTNERS L | UT LTD PART | Liquidated | $0 | 0 | 0.00 | 63 | +Inf | 03-31-2024 | |
| FIRST TR EXCHNG TRADED FD VI | CBOE VEST NAS100 | Liquidated | $0 | 0 | 0.00 | 55 | +Inf | 03-31-2024 | |
| FIDELITY COMWLTH TR | NASDAQ COMPSIT | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| SOUTHERN COPPER CORP | COM | 1104 | $1,278 | 12 | 0.00 | 0.00 | -3,602 | -99.67 | 03-31-2024 |
