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July 25, 2023
FirstPurpose Wealth LLC trimmed its position in shares of Vanguard Growth ETF (NYSEARCA:VUG – Free Report) by 63.0% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 2,230 shares of the company’s stock after selling 3,790 shares during the period. FirstPurpose Wealth LLC’s holdings […]
July 25, 2023
FirstPurpose Wealth LLC lifted its holdings in shares of iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV – Free Report) by 80.1% during the 1st quarter, HoldingsChannel.com reports. The firm owned 19,630 shares of the company’s stock after buying an additional 8,732 shares during the period. iShares 0-3 Month Treasury Bond ETF makes up approximately 1.0% […]
July 25, 2023
FirstPurpose Wealth LLC increased its stake in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 4.9% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 5,545 shares of the company’s stock after buying an additional 257 shares during the […]
July 25, 2023
FirstPurpose Wealth LLC reduced its stake in shares of Novo Nordisk A/S (NYSE:NVO – Free Report) by 11.3% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 4,166 shares of the company’s stock after selling 532 shares during the […]
July 25, 2023
FirstPurpose Wealth LLC lifted its stake in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) by 39.6% in the 1st quarter, Holdings Channel reports. The institutional investor owned 17,064 shares of the company’s stock after purchasing an additional 4,837 shares during the quarter. FirstPurpose Wealth LLC’s holdings in Schwab U.S. Aggregate Bond […]
July 25, 2023
FirstPurpose Wealth LLC boosted its holdings in shares of Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD – Free Report) by 29.0% in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 33,857 shares of the company’s stock after acquiring an additional 7,611 […]
July 25, 2023
FirstPurpose Wealth LLC raised its stake in SPDR S&P 400 Mid Cap Value ETF (NYSEARCA:MDYV – Free Report) by 13.7% during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 5,562 shares of the company’s stock after buying an additional 671 shares […]
July 25, 2023
FirstPurpose Wealth LLC increased its stake in shares of Dimensional Core Fixed Income ETF (NYSEARCA:DFCF – Free Report) by 24.3% during the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 103,651 shares of the company’s stock after buying an additional 20,272 shares […]
July 25, 2023
FirstPurpose Wealth LLC raised its position in Wells Fargo & Company (NYSE:WFC – Free Report) by 72.0% during the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 10,223 shares of the financial services provider’s stock after buying an additional 4,278 […]
July 25, 2023
FirstPurpose Wealth LLC grew its position in Schwab US Broad Market ETF (NYSEARCA:SCHB – Free Report) by 9.7% during the 1st quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 11,244 shares of the company’s stock after purchasing an additional 997 shares during the period. FirstPurpose Wealth LLC’s holdings […]