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 |
|---|---|---|---|---|---|---|---|---|---|
| OKTA INC | CL A | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| PALANTIR TECHNOLOGIES INC | CL A | Liquidated | $0 | 0 | 0.00 | 40 | +Inf | 12-31-2023 | |
| VANGUARD WHITEHALL FDS | EM MK GOV BD ETF | 1253 | $639 | 10 | 0.00 | 0.00 | -13 | -56.52 | 03-31-2024 |
| STAR BULK CARRIERS CORP. | SHS PAR | Liquidated | $0 | 0 | 0.00 | 30 | +Inf | 03-31-2024 |
