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 |
|---|---|---|---|---|---|---|---|---|---|
| AMERIPRISE FINL INC | COM | 1201 | $881 | 2 | 0.00 | 0.00 | -609 | -99.67 | 03-31-2024 |
| OLD DOMINION FREIGHT LINE IN | COM | 1202 | $878 | 4 | 0.00 | 0.00 | -512 | -99.22 | 03-31-2024 |
| SCHWAB STRATEGIC TR | INT-TRM U.S TRES | Liquidated | $0 | 0 | 0.00 | 18 | +Inf | 12-31-2023 | |
| OLIN CORP | COM PAR $1 | Liquidated | $0 | 0 | 0.00 | 0.00 | -2,257 | -99.30 | 03-31-2024 |
