Imprint Wealth LLC Purchases in Q1 2024

Imprint Wealth LLC

  • $412 Billion
  • Q1 2024
Stock Shares change Price Range Shares Held Trade History
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
3.8K
New
$71.24 - $78.56 $271K - $298K
3.8K $296M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
4.89K
New
$56.98 - $284.98 $278K - $1.39M
4.89K $295M
EPD
Enterprise Products Partners L.P.

Energy
9.97K
New
$26.23 - $29.18 $262K - $291K
9.97K $293M
FXO
First Tr Exchange Traded Fd Fi

ETFs
6.2K
New
$42.44 - $47.52 $263K - $295K
6.2K $292M
PSX
Phillips 66

Energy
129
+ 1.44%
$127.67 - $163.34 $16.5K - $21.1K
9.08K $1.48B
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
4.14K
New
$62.4 - $70.68 $258K - $293K
4.14K $290M
VEA
Vanguard Ftse Developed Market

ETFs
5.76K
New
$46.21 - $50.27 $266K - $290K
5.76K $288M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
12.3K
New
$23.14 - $23.52 $285K - $289K
12.3K $286M
CMCSA
Comcast Corp

Communication Services
7.38K
+ 89.52%
$41.24 - $46.73 $304K - $345K
15.6K $660M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.98K
New
$99.13 - $149.2 $196K - $295K
1.98K $280M
GD
General Dynamics Corp

Industrials
626
+ 20.78%
$249.34 - $282.55 $156K - $177K
3.64K $1.06B
PTMC
Pacer Fds Tr Trendpilot Us Mid

ETFs
7.02K
+ 65.66%
$31.78 - $36.03 $223K - $253K
17.7K $634M
ICE
Intercontinental Exchange, Inc.

Financial Services
2.02K
New
$124.81 - $139.43 $252K - $281K
2.02K $276M
PEP
Pepsico Inc

Consumer Defensive
1.49K
+ 16.51%
$162.04 - $175.01 $241K - $261K
10.5K $1.82B
IJJ
Ishares S&P Midcap 400 Value E

ETFs
2.33K
New
$109.27 - $118.29 $255K - $276K
2.33K $273M
SCHP
Schwab Strategic Us Tips ETF

ETFs
5.24K
New
$51.32 - $52.45 $269K - $275K
5.24K $271M
TT
Trane Technologies PLC

Industrials
912
New
$235.96 - $303.89 $215K - $277K
912 $271M
FLRT
Pacer Fds Tr Pacific Asset Flt

ETFs
5.64K
New
$47.12 - $47.72 $266K - $269K
5.64K $268M
STX
Seagate Technology Holdings PLC

Technology
2.82K
New
$80.11 - $98.63 $226K - $278K
2.82K $259M
GWW
W.W. Grainger, Inc.

Industrials
256
New
$808.95 - $1029.55 $207K - $264K
256 $258M
PAVE
Global X Fds Us Infrastructure

ETFs
6.5K
New
$33.2 - $39.81 $216K - $259K
6.5K $257M
MO
Altria Group, Inc.

Consumer Defensive
5.08K
+ 28.94%
$39.73 - $44.95 $202K - $228K
22.6K $978M
ETV
Eaton Vance Tax Managed Buy Write Opportunities Fund

Financial Services
19.4K
New
$12.17 - $13.13 $236K - $255K
19.4K $251M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
5.97K
New
$39.04 - $42.23 $233K - $252K
5.97K $250M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
3.17K
New
$76.87 - $77.64 $244K - $246K
3.17K $244M
DXJ
Wisdomtree Trust Japan Hedged

ETFs
2.26K
New
$88.02 - $109.21 $199K - $247K
2.26K $242M
AVY
Avery Dennison Corp

Industrials
1.07K
New
$195.39 - $224.24 $210K - $241K
1.07K $240M
IMCV
Ishares Morningstar Mid Cap Va

ETFs
3.3K
New
$65.61 - $72.55 $217K - $239K
3.3K $238M
SHEL
Shell PLC

Energy
3.5K
New
$61.04 - $67.42 $213K - $236K
3.5K $237M
PANW
Palo Alto Networks Inc

Technology
843
New
$261.97 - $376.9 $221K - $318K
843 $236M
VBR
Vanguard Small Cap Value ETF

ETFs
1.23K
New
$172.45 - $191.88 $212K - $236K
1.23K $234M
PFE
Pfizer Inc

Healthcare
10K
+ 20.37%
$25.89 - $29.73 $260K - $299K
59.4K $1.65B
TGT
Target Corp

Consumer Defensive
871
+ 42.3%
$137.4 - $177.21 $120K - $154K
2.93K $521M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.06K
New
$102.35 - $110.52 $211K - $228K
2.06K $226M
TQQQ
Proshares Ultrapro Qqq

ETFs
3.63K
New
$45.81 - $63.13 $166K - $229K
3.63K $225M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
6.21K
New
$36.0 - $36.66 $223K - $228K
6.21K $225M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
1.73K
New
$119.97 - $130.73 $207K - $226K
1.73K $224M
ADP
Automatic Data Processing Inc

Industrials
695
+ 15.05%
$232.51 - $255.87 $162K - $178K
5.31K $1.3B
IWP
Ishares Russell Mid Cap Growth

ETFs
1.94K
New
$100.66 - $114.14 $195K - $221K
1.94K $220M
IWM
Ishares Russell 2000 ETF

ETFs
1.05K
New
$189.48 - $210.3 $199K - $220K
1.05K $218M
PEG
Public Service Enterprise Group Inc

Utilities
3.26K
New
$56.98 - $66.78 $186K - $218K
3.26K $217M
AXP
American Express CO

Financial Services
951
New
$179.79 - $229.12 $171K - $218K
951 $216M
FSTA
Fidelity Covington Tr Msci Con

ETFs
4.54K
New
$44.28 - $47.58 $201K - $216K
4.54K $214M
IJS
Ishares S&P Smallcap 600 Value

ETFs
2.07K
New
$95.88 - $102.78 $199K - $213K
2.07K $210M
CL
Colgate Palmolive CO

Consumer Defensive
2.35K
New
$79.89 - $90.05 $187K - $211K
2.35K $209M
VIS
Vanguard Industrial ETF

ETFs
863
New
$212.18 - $244.15 $183K - $211K
863 $209M
BNDX
Vanguard Total International B

ETFs
4.26K
New
$48.47 - $49.33 $206K - $210K
4.26K $208M
KKR
Kkr & Co. Inc.

Financial Services
2.07K
New
$79.89 - $101.64 $165K - $210K
2.07K $207M
KIE
Spdr S&P Insurance ETF

ETFs
4K
New
$45.35 - $52.07 $181K - $208K
4K $207M
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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