FirstPurpose Wealth LLC quarter change: USA ETF, Unchanged
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).
- XLF: Country of operation —; Class FINANCIAL; Shares 2023-12-31 20,078; Shares 2024-03-31 20,078.
- VOE: Country of operation —; Class MCAP VL IDXVIP; Shares 2023-12-31 2,600; Shares 2024-03-31 2,600.
- BGB: Country of operation —; Class COM SHS BEN IN; Shares 2023-12-31 15,000; Shares 2024-03-31 15,000.
- IVOV: Country of operation —; Class MIDCP 400 VAL; Shares 2023-12-31 4,000; Shares 2024-03-31 4,000.
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.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Not available yet | |||