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 |
|---|---|---|---|---|---|---|---|---|---|
| DRAFTKINGS INC NEW | COM CL A | 301 | $90,003 | 1,982 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| SERVICENOW INC | COM | 302 | $89,201 | 117 | 0.00 | 0.00 | -6 | -4.88 | 03-31-2024 |
| ISHARES TR | CORE S&P MCP ETF | 303 | $88,376 | 1,455 | 0.00 | 0.00 | 1,161 | 394.90 | 03-31-2024 |
| VISA INC | COM CL A | 304 | $87,908 | 315 | 0.00 | 0.00 | -5 | -1.56 | 03-31-2024 |
