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 |
|---|---|---|---|---|---|---|---|---|---|
| CADENCE DESIGN SYSTEM INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -1,526 | -99.28 | 03-31-2024 |
| FLOWSERVE CORP | COM | Liquidated | $0 | 0 | 0.00 | 75 | +Inf | 12-31-2023 | |
| FIRST TR EXCHANGE-TRADED FD | INTL DEV STRNGTH | 853 | $2,974 | 85 | 0.00 | 85 | +Inf | 03-31-2024 | |
| ESSEX PPTY TR INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
