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 |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | 1000 INDEX ETF | Liquidated | $0 | 0 | 0.00 | 109 | +Inf | 12-31-2023 | |
| STARBUCKS CORP | COM | 752 | $4,478 | 49 | 0.00 | 0.00 | -6 | -10.91 | 03-31-2024 |
| DELTA AIR LINES INC DEL | COM NEW | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| BCE INC | COM NEW | 754 | $4,417 | 130 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
