Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| IMPRINT WEALTH LLC | 05-10-2024 | 03-31-2024 | 303 | 412,355,483 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SYNOVUS FINL CORP | COM NEW | Liquidated | $0 | 0 | 0.04 | 68,427 | +Inf | 12-31-2023 | |
| GLOBAL X FDS | ALTERNATIVE INCM | Liquidated | $0 | 0 | 0.04 | 66,637 | +Inf | 12-31-2023 | |
| NUVEEN AMT FREE MUN CR INC F | COM | Liquidated | $0 | 0 | 0.04 | 66,498 | +Inf | 12-31-2023 | |
| ROYAL GOLD INC | COM | Liquidated | $0 | 0 | 0.04 | 66,138 | +Inf | 12-31-2023 |
