FirstPurpose Wealth LLC quarter change: USA ETF, Sold out
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2023-12-31 to 2024-03-31, FirstPurpose Wealth LLC opened 6 positions, added to 44, reduced 19, sold out of 8 and left 4 unchanged. The largest increase in value was DFAU (+$3,736,262); the largest decrease was EJAN (-$939,889).
- EJAN: Country of operation —; Class EMRGNG MKT JAN; Shares 2023-12-31 32,783; Shares 2024-03-31 0.
- LQD: Country of operation —; Class IBOXX INV CP ETF; Shares 2023-12-31 4,491; Shares 2024-03-31 0.
- MCHI: Country of operation —; Class MSCI CHINA ETF; Shares 2023-12-31 11,942; Shares 2024-03-31 0.
- DFJ: Country of operation —; Class JP SMALLCP DIV; Shares 2023-12-31 5,413; Shares 2024-03-31 0.
Two Form 13F-HR filings compared (SEC CIK 1913420): 2023-12-31 (filed 2024-04-23) and 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; share change is the position change.
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