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 |
|---|---|---|---|---|---|---|---|---|---|
| PACER FDS TR | TRENDPILOT FD | Liquidated | $0 | 0 | 0.00 | 0.00 | 32 | 5.75 | 12-31-2023 |
| ISHARES TR | 7-10 YR TRSY BD | 502 | $16,471 | 174 | 0.00 | 0.00 | -48 | -21.62 | 03-31-2024 |
| SPDR SER TR | PRTFLO S&P500 VL | 503 | $16,356 | 326 | 0.00 | 0.00 | 1 | 0.31 | 03-31-2024 |
| CENOVUS ENERGY INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
