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 |
|---|---|---|---|---|---|---|---|---|---|
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL ENR | 601 | $9,970 | 120 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ZIM INTEGRATED SHIPPING SERV | SHS | 602 | $9,897 | 978 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| GAMESTOP CORP NEW | CL A | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| ISHARES TR | CORE MSCI TOTAL | Liquidated | $0 | 0 | 0.00 | 0.00 | -3,911 | -96.26 | 03-31-2024 |
