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 |
|---|---|---|---|---|---|---|---|---|---|
| CONSTELLATION BRANDS INC | CL A | 951 | $2,188 | 8 | 0.00 | 0.00 | -10 | -55.56 | 03-31-2024 |
| ON SEMICONDUCTOR CORP | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -3,551 | -99.27 | 03-31-2024 |
| INVESCO EXCH TRADED FD TR II | S&P SMLCP LOW | 953 | $2,166 | 49 | 0.00 | 0.00 | -2,130 | -97.75 | 03-31-2024 |
| TELADOC HEALTH INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
