FirstPurpose Wealth LLC Historic Quarter Change: USA ETF, New

FirstPurpose Wealth LLC historic quarter change: USA ETF, New

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 1 quarter from 2023-12-31 to 2024-03-31, FirstPurpose Wealth LLC opened 6 positions, added to 44, reduced 19 and sold out of 8.

Q1 2024: Stock BIL; Country of operation —; Class BLOOMBERG 1-3 MO; Shares before 0.
Q1 2024: Stock BBJP; Country of operation —; Class BETABULDRS JAPAN; Shares before 0.
Q1 2024: Stock QUAL; Country of operation —; Class MSCI USA QLT FCT; Shares before 0.
Q1 2024: Stock DFSI; Country of operation —; Class INTERNATIONAL; Shares before 0.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1913420), 1 quarter: Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-23). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2021-12-31.

Quarter	Stock	Class	Shares after	Share change	Value before	Value after	Value change	Filed
Q1 2024	BIL SPDR SER TR	BLOOMBERG 1-3 MO	9,373	+9,373	$0	$858,004	+$858,004	2024-04-23
Q1 2024	BBJP J P MORGAN EXCHANGE TRADED F	BETABULDRS JAPAN	6,550	+6,550	$0	$373,023	+$373,023	2024-04-23
Q1 2024	QUAL ISHARES TR	MSCI USA QLT FCT	2,304	+2,304	$0	$370,743	+$370,743	2024-04-23
Q1 2024	DFSI DIMENSIONAL ETF TRUST	INTERNATIONAL	10,295	+10,295	$0	$339,426	+$339,426	2024-04-23
Q1 2024	VWO VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	5,045	+5,045	$0	$213,303	+$213,303	2024-04-23
Q1 2024	MINT PIMCO ETF TR	ENHAN SHRT MA AC	2,110	+2,110	$0	$211,506	+$211,506	2024-04-23

Similar Firms

Firm Name	Country	13F Value	Holdings
Not available yet