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 |
|---|---|---|---|---|---|---|---|---|---|
| AUTOMATIC DATA PROCESSING IN | COM | 351 | $56,192 | 225 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| EXCHANGE TRADED CONCEPTS TR | BITWISE CRYPTO | Liquidated | $0 | 0 | 0.00 | 0.00 | -7,065 | -59.41 | 03-31-2024 |
| SELECT SECTOR SPDR TR | ENERGY | 353 | $55,608 | 589 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | 354 | $54,721 | 672 | 0.00 | 0.00 | -256 | -27.59 | 03-31-2024 |
