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 |
|---|---|---|---|---|---|---|---|---|---|
| NASDAQ INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -86 | -62.77 | 12-31-2023 |
| INVESCO EXCHANGE TRADED FD T | S&P MDCP VLU MNT | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| SCHWAB STRATEGIC TR | 5 10YR CORP BD | Liquidated | $0 | 0 | 0.00 | 0.00 | -123 | -69.10 | 03-31-2024 |
| VANGUARD ADMIRAL FDS INC | 500 GRTH IDX F | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
