Imprint Wealth LLC Purchases in Q1 2024

Imprint Wealth LLC

  • $412 Billion
  • Q1 2024
Stock Shares change Price Range Shares Held Trade History
IEF
Ishares Barclays

ETFs
2.2K
New
$93.54 - $96.82 $206K - $213K
2.2K $206M
DSTL
ETF Ser Solution Distillate Us

ETFs
3.79K
New
$48.63 - $53.91 $184K - $204K
3.79K $203M
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
14.2K
New
$13.0 - $14.9 $184K - $211K
14.2K $202M
VT
Vanguard Total World Stk Index

ETFs
1.83K
New
$100.68 - $110.5 $184K - $202K
1.83K $202M
BTT
Black Rock Municipal 2030 Target Term Trust

Financial Services
9.65K
New
$20.69 - $21.56 $200K - $208K
9.65K $201M
NUE
Nucor Corp

Basic Materials
696
+ 34.13%
$166.4 - $198.56 $116K - $138K
2.74K $547M
RTX
Raytheon Technologies Corp

Industrials
1.23K
+ 25.02%
$85.02 - $97.53 $104K - $120K
6.14K $600M
USA
Liberty All Star Equity Fund

Financial Services
25.5K
New
$6.28 - $7.15 $160K - $182K
25.5K $182M
QCOM
Qualcomm Inc

Technology
350
+ 7.92%
$136.17 - $175.72 $47.7K - $61.5K
4.77K $819M
IWB
Ishares Tr Russell 1000 ETF

ETFs
531
+ 44.89%
$257.46 - $288.1 $137K - $153K
1.71K $493M
C
Citigroup Inc

Financial Services
1.3K
+ 21.56%
$51.11 - $63.24 $66.2K - $82K
7.31K $464M
CSX
Csx Corp

Industrials
3.18K
+ 20.54%
$34.39 - $38.38 $109K - $122K
18.6K $685M
D
Dominion Energy, Inc

Utilities
2.5K
+ 25.47%
$44.15 - $49.19 $111K - $123K
12.3K $606M
Linde PLC
60
+ 2.82%
N/A
2.19K $1.01B
CION
Cion Investment Corp

Financial Services
12.3K
New
$10.55 - $11.43 $130K - $141K
12.3K $136M
CAH
Cardinal Health Inc

Healthcare
700
+ 14.11%
$102.62 - $115.62 $71.8K - $80.9K
5.66K $634M
WFC
Wells Fargo & Company

Financial Services
1.51K
+ 30.48%
$46.44 - $57.96 $70.1K - $87.5K
6.46K $372M
SILV
Silver Crest Metals Inc.

Basic Materials
17.5K
New
$4.98 - $6.91 $87.2K - $121K
17.5K $119M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
2.74K
+ 46.66%
$45.02 - $46.27 $123K - $127K
8.6K $388M
MDT
Medtronic PLC

Healthcare
1.22K
+ 34.73%
$82.84 - $88.09 $101K - $107K
4.72K $410M
CB
Chubb LTD

Financial Services
307
+ 26.56%
$225.25 - $260.21 $69.2K - $79.9K
1.46K $377M
ORCL
Oracle Corp

Technology
312
+ 10.86%
$102.46 - $129.24 $32K - $40.3K
3.18K $400M
SPYG
Spdr Portfolio

ETFs
235
+ 2.72%
$63.12 - $73.73 $14.8K - $17.3K
8.88K $651M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
134
+ 2.44%
$100.95 - $117.92 $13.5K - $15.8K
5.62K $660M
CLM
Cornerstone Strategic Value Fund Inc

Financial Services
11.5K
New
$6.97 - $7.52 $80.3K - $86.6K
11.5K $87M
AFL
Aflac Inc

Financial Services
887
+ 21.39%
$76.2 - $85.86 $67.6K - $76.2K
5.03K $429M
KMB
Kimberly Clark Corp

Consumer Defensive
393
+ 7.03%
$118.04 - $129.35 $46.4K - $50.8K
5.98K $770M
ABT
Abbott Laboratories

Healthcare
561
+ 5.22%
$109.52 - $120.96 $61.4K - $67.9K
11.3K $1.27B
VLO
Valero Energy Corp

Energy
31
+ 1.76%
$124.77 - $170.98 $3.87K - $5.3K
1.8K $310M
ENVX
Enovix Corp

Industrials
10K
New
$7.33 - $13.02 $73.6K - $131K
10K $79.5M
DOW
Dow Inc.

Basic Materials
1K
+ 19.22%
$52.47 - $58.17 $52.5K - $58.2K
6.2K $361M
GIS
General Mills Inc

Consumer Defensive
398
+ 4.07%
$62.34 - $69.97 $24.8K - $27.8K
10.2K $714M
CRH.L
Crh PLC

Basic Materials
60
+ 1.29%
N/A
4.69K $398M
XLC
Select Sector Spdr Tr Communic

ETFs
390
+ 6.79%
$71.74 - $81.82 $28K - $31.9K
6.14K $505M
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
440
+ 3.29%
$42.56 - $47.72 $18.7K - $21K
13.8K $658M
FEX
First Tr Large Cap Core Alphde

ETFs
495
+ 19.87%
$88.44 - $99.24 $43.8K - $49.1K
2.99K $295M
PM
Philip Morris International Inc.

Consumer Defensive
1.11K
+ 13.91%
$88.98 - $96.29 $98.9K - $107K
9.11K $833M
KHC
Kraft Heinz CO

Consumer Defensive
1.84K
+ 17.7%
$34.16 - $38.55 $62.8K - $70.9K
12.2K $453M
LRCX
Lam Research Corp

Technology
25
+ 8.42%
$731.08 - $994.57 $18.3K - $24.9K
322 $316M
CLX
Clorox CO

Consumer Defensive
220
+ 6.23%
$139.73 - $157.03 $30.7K - $34.5K
3.75K $569M
FSCO
Fs Cr Opportunities Corp Com
10.4K
New
N/A
10.4K $60.8M
F
Ford Motor CO

Consumer Cyclical
3.41K
+ 25.85%
$10.99 - $13.28 $37.5K - $45.3K
16.6K $221M
BP
Bp PLC

Energy
734
+ 6.27%
$33.85 - $38.26 $24.8K - $28.1K
12.4K $472M
FSM
Fortuna Silver Mines Inc

Basic Materials
15K
New
$2.64 - $3.8 $39.6K - $57K
15K $57.5M
NSC
Norfolk Southern Corp

Industrials
30
+ 1.16%
$226.14 - $263.13 $6.78K - $7.89K
2.63K $662M
DD
Du Pont De Nemours, Inc.

Basic Materials
580
+ 20.46%
$61.21 - $77.51 $35.5K - $45K
3.42K $264M
UPS
United Parcel Service Inc

Industrials
611
+ 13.04%
$139.08 - $161.22 $85K - $98.5K
5.3K $782M
TEF
Telefonica S A

Communication Services
10K
New
$3.82 - $4.41 $38.2K - $44.1K
10K $43.9M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
446
+ 9.97%
$62.43 - $65.87 $27.8K - $29.4K
4.92K $322M
Activity Summary
Buys All Purchases 272 New Holdings 151 Increased Positions 121 Sells All Sells 21 Reductions 21 Sold out 0 Options Calls 0 Puts 0
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