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July 25, 2023
FirstPurpose Wealth LLC boosted its position in U.S. Bancorp (NYSE:USB – Free Report) by 19.0% during the first quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 10,758 shares of the financial services provider’s stock after buying an additional 1,719 shares during the quarter. FirstPurpose Wealth LLC’s […]
July 25, 2023
FirstPurpose Wealth LLC grew its holdings in shares of Vanguard Short-Term Inflation-Protected Securities ETF (NASDAQ:VTIP – Free Report) by 14.2% during the first quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 61,084 shares of the company’s stock after purchasing an additional 7,583 shares […]
July 25, 2023
FirstPurpose Wealth LLC grew its stake in Fidelity Total Bond ETF (NYSEARCA:FBND – Free Report) by 18.7% in the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 26,416 shares of the company’s stock after buying an additional 4,154 shares during […]
July 25, 2023
FirstPurpose Wealth LLC raised its stake in shares of Medtronic plc (NYSE:MDT – Free Report) by 28.8% during the first quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 8,491 shares of the medical technology company’s stock after buying an additional 1,901 shares during the quarter. FirstPurpose […]
July 25, 2023
FirstPurpose Wealth LLC grew its position in shares of Schwab International Equity ETF (NYSEARCA:SCHF – Free Report) by 9.2% during the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 11,884 shares of the company’s stock after acquiring an additional 1,003 shares during the quarter. FirstPurpose […]
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 […]