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 |
|---|---|---|---|---|---|---|---|---|---|
| VANECK ETF TRUST | SEMICONDUCTR ETF | 701 | $5,625 | 25 | 0.00 | 0.00 | -3 | -10.71 | 03-31-2024 |
| SPDR SER TR | NUVEEN BLOOMBERG | Liquidated | $0 | 0 | 0.00 | 231 | +Inf | 12-31-2023 | |
| VANECK ETF TRUST | FALLEN ANGEL HG | 703 | $5,496 | 189 | 0.00 | 0.00 | -24 | -11.27 | 03-31-2024 |
| OCCIDENTAL PETE CORP | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -5,750 | -98.56 | 12-31-2023 |
