Number of Shares
2,479
Previous 48,064 94.84%
Holding current value
$204 Million
Previous $4.48 Billion 95.45%
% of portfolio
0.04%
Previous 0.9%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 05, 2025

SELL
N/A
-45,585 Reduced 94.84%
2,479 $204 Million
Q4 2024

Jan 21, 2025

BUY
N/A
48,064 New
48,064 $4.48 Billion
Track This Portfolio

Track Impact Partnership Wealth, LLC Portfolio

Follow Impact Partnership Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Impact Partnership Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Impact Partnership Wealth, LLC with notifications on news.