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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | RUS 1000 ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | 23 | 27.06 | 12-31-2023 |
| PBF ENERGY INC | CL A | 452 | $24,598 | 427 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| PFIZER INC | COM | 453 | $24,488 | 882 | 0.00 | 0.00 | -905 | -50.64 | 03-31-2024 |
| ISHARES TR | MSCI EAFE ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | 5 | 1.59 | 03-31-2024 |
