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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 […]
October 3, 2023
FirstPurpose Wealth LLC lifted its stake in shares of Adobe Inc. (NASDAQ:ADBE – Free Report) by 2.8% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 2,587 shares of the software company’s stock after buying an additional 71 shares during the quarter. […]
October 3, 2023
FirstPurpose Wealth LLC reduced its position in Schwab International Equity ETF (NYSEARCA:SCHF – Free Report) by 2.9% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 11,534 shares of the company’s stock after selling 350 shares during the quarter. FirstPurpose Wealth […]
September 25, 2023
Wooster Corthell Wealth Management Inc. raised its position in iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT – Free Report) by 3.2% in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 55,244 shares of the exchange traded fund’s stock after acquiring an […]
September 23, 2023
My Legacy Advisors LLC boosted its holdings in shares of iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT – Free Report) by 8.4% in the second quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 4,422 shares of the exchange traded fund’s stock after buying an additional 341 shares […]
September 22, 2023
BCM Advisors LLC boosted its stake in iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT – Free Report) by 2.9% during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 316,143 shares of the exchange traded fund’s stock after purchasing an additional 8,811 […]