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 |
|---|---|---|---|---|---|---|---|---|---|
| APA CORPORATION | COM | 1301 | $452 | 13 | 0.00 | 0.00 | -3,162 | -99.59 | 03-31-2024 |
| WABTEC | COM | 1302 | $437 | 3 | 0.00 | 0.00 | -1 | -25.00 | 03-31-2024 |
| FOOT LOCKER INC | COM | Liquidated | $0 | 0 | 0.00 | 14 | +Inf | 03-31-2024 | |
| XCEL ENERGY INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
