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October 3, 2023
FirstPurpose Wealth LLC lifted its holdings in Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 15.3% during the 2nd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 850 shares of the company’s stock after buying an additional 113 shares during the quarter. FirstPurpose Wealth […]
October 3, 2023
Standpoint Asset Management LLC increased its position in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 14.5% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 118,400 shares of the company’s stock after acquiring an additional 15,000 […]
October 3, 2023
FirstPurpose Wealth LLC cut its position in Salesforce, Inc. (NYSE:CRM – Free Report) by 17.2% during the 2nd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 3,679 shares of the CRM provider’s stock after selling 766 shares during the quarter. FirstPurpose Wealth LLC’s holdings […]
October 3, 2023
Eagle Global Advisors LLC boosted its stake in PayPal Holdings, Inc. (NASDAQ:PYPL – Free Report) by 2.7% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 151,151 shares of the credit services provider’s stock after acquiring an additional 4,038 shares during the […]
October 3, 2023
FirstPurpose Wealth LLC increased its position in Zoetis Inc. (NYSE:ZTS – Free Report) by 3.7% during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 2,126 shares of the company’s stock after buying an additional 75 shares during the period. FirstPurpose Wealth LLC’s […]
October 3, 2023
FirstPurpose Wealth LLC raised its position in Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 15.3% during the 2nd quarter, Holdings Channel.com reports. The firm owned 850 shares of the company’s stock after acquiring an additional 113 shares during the quarter. FirstPurpose Wealth LLC’s holdings in Vanguard S&P 500 ETF were worth $346,000 as […]
October 3, 2023
FirstPurpose Wealth LLC lifted its position in shares of Medtronic plc (NYSE:MDT – Free Report) by 12.2% in the 2nd quarter, according to its most recent disclosure with the SEC. The fund owned 9,528 shares of the medical technology company’s stock after acquiring an additional 1,037 shares during the period. FirstPurpose Wealth LLC’s holdings in […]
October 3, 2023
FirstPurpose Wealth LLC lowered its position in shares of Vanguard Real Estate ETF (NYSEARCA:VNQ – Free Report) by 51.5% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 5,062 shares of the exchange traded fund’s stock after selling 5,367 shares […]
October 3, 2023
FirstPurpose Wealth LLC grew its stake in Vanguard Total Bond Market ETF (NASDAQ:BND – Free Report) by 7.7% in the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 101,527 shares of the company’s stock after purchasing an additional 7,253 shares during the period. Vanguard Total […]
October 3, 2023
FirstPurpose Wealth LLC lessened its holdings in American Express (NYSE:AXP – Free Report) by 3.5% during the second quarter, according to the company in its most recent disclosure with the SEC. The firm owned 3,019 shares of the payment services company’s stock after selling 110 shares during the quarter. FirstPurpose Wealth LLC’s holdings in American […]