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 |
|---|---|---|---|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | 51 | $633,000 | 4,194 | 0.00 | 0.00 | -87 | -2.03 | 03-31-2024 |
| WILLIAMS COS INC | COM | 52 | $629,620 | 16,158 | 0.00 | 0.00 | -2,303 | -12.47 | 03-31-2024 |
| KRAFT HEINZ CO | COM | 53 | $621,704 | 16,848 | 0.00 | 0.00 | 16,755 | 18016.13 | 03-31-2024 |
| ISHARES TR | CORE S&P500 ETF | 54 | $617,717 | 1,175 | 0.00 | 0.00 | -88 | -6.97 | 03-31-2024 |
