FirstPurpose Wealth LLC quarter change: USA Funds, Added
In funds and trusts that are not on this site's ETF list (sponsor series, commodity pools, money market) (listed in the US), from the quarter ended 2023-12-31 to 2024-03-31, FirstPurpose Wealth LLC opened 0 positions, added to 1, reduced 0, sold out of 0 and left 0 unchanged. The largest increase in value was MANAGED PORTFOLIO SERIES (+$57,621); the largest decrease was MANAGED PORTFOLIO SERIES (+$57,621).
- MANAGED PORTFOLIO SERIES: Country of operation United States; Class TORTOISE NRAM PI; Shares 2023-12-31 11,653; Shares 2024-03-31 13,073.
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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