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 |
|---|---|---|---|---|---|---|---|---|---|
| GRANITESHARES GOLD TR | SHS BEN INT | Liquidated | $0 | 0 | 0.00 | 0.00 | -14 | -0.20 | 12-31-2023 |
| DICKS SPORTING GOODS INC | COM | 252 | $122,999 | 547 | 0.00 | 547 | +Inf | 03-31-2024 | |
| CORE & MAIN INC | CL A | 253 | $122,003 | 2,131 | 0.00 | 0.00 | -341 | -13.79 | 03-31-2024 |
| NEWMARKET CORP | COM | 254 | $121,929 | 192 | 0.00 | 0.00 | 83 | 76.15 | 03-31-2024 |
