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 |
|---|---|---|---|---|---|---|---|---|---|
| COGNIZANT TECHNOLOGY SOLUTIO | CL A | 151 | $245,250 | 3,346 | 0.00 | 0.00 | 82 | 2.51 | 03-31-2024 |
| WILLIAMS SONOMA INC | COM | 152 | $245,074 | 771 | 0.00 | 0.00 | 200 | 35.03 | 03-31-2024 |
| CARDINAL HEALTH INC | COM | 153 | $245,064 | 2,189 | 0.00 | 0.00 | 192 | 9.61 | 03-31-2024 |
| ISHARES TR | RUS 1000 GRW ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | 855 | 1744.90 | 12-31-2023 |
