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 |
|---|---|---|---|---|---|---|---|---|---|
| RIO TINTO PLC | SPONSORED ADR | 551 | $13,258 | 208 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| COLGATE PALMOLIVE CO | COM | 552 | $13,237 | 147 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| AGNC INVT CORP | COM | 553 | $13,112 | 1,325 | 0.00 | 0.00 | 9 | 0.68 | 03-31-2024 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 554 | $12,981 | 161 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
