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FirstPurpose Wealth LLC Current Holdings: USA Preferred Shares

FirstPurpose Wealth LLC current holdings: USA Preferred Shares

FirstPurpose Wealth LLC reported $0.00 billion in preferred shares (listed in the US), 2 positions, in its Form 13F for the quarter ended 2024-03-31; the largest are PFF, PFFR.

  • PFF: Country of operation —; Class PFD AND INCM SEC; Shares 59,955; Value $1,888,583.
  • PFFR: Country of operation —; Class INFRACP REIT PFD; Shares 33,985; Value $622,276.

Form 13F-HR as filed (SEC CIK 1913420): quarter ended 2024-03-31, filed 2024-04-23. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.

StockCountry of operationClassSharesValueQuarter endFiled
PFF
ISHARES TR
PFD AND INCM SEC59,955$1,888,5832024-03-312024-04-23
PFFR
ETFIS SER TR I
INFRACP REIT PFD33,985$622,2762024-03-312024-04-23

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