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 U S ETF TR | BLACKROCK SH DUR | Liquidated | $0 | 0 | 0.00 | 147 | +Inf | 03-31-2024 | |
| ISHARES TR | IBOXX INV CP ETF | 652 | $7,407 | 68 | 0.00 | 0.00 | -63 | -48.09 | 03-31-2024 |
| WISDOMTREE TR | BLMBG US BULL | Liquidated | $0 | 0 | 0.00 | 0.00 | -233 | -46.69 | 12-31-2023 |
| ICAHN ENTERPRISES LP | DEPOSITARY UNIT | 654 | $7,314 | 430 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
