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 |
|---|---|---|---|---|---|---|---|---|---|
| MANHATTAN ASSOCIATES INC | COM | 201 | $185,922 | 743 | 0.00 | 0.00 | 89 | 13.61 | 03-31-2024 |
| NORDSTROM INC | COM | 202 | $184,216 | 9,087 | 0.00 | 0.00 | -4,365 | -32.45 | 03-31-2024 |
| SSR MINING IN | COM | 203 | $184,036 | 41,318 | 0.00 | 41,318 | +Inf | 03-31-2024 | |
| BROOKFIELD RENEWABLE CORP | CL A SUB VTG | 204 | $183,002 | 7,448 | 0.00 | 0.00 | -1,418 | -15.99 | 03-31-2024 |
