📰 Purpose Wealth News
Page 24 - Purpose Wealth News Today
Fast, Ad-Free News Updates
Stay updated with breaking news from Purpose Wealth. Real-time updates on events, politics, business and more.
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 […]
July 25, 2023
FirstPurpose Wealth LLC lifted its stake in shares of Unilever PLC (NYSE:UL – Free Report) by 7.1% in the 1st quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 7,291 shares of the company’s stock after buying an additional 485 shares during the quarter. FirstPurpose […]
July 25, 2023
FirstPurpose Wealth LLC lifted its position in shares of Autodesk, Inc. (NASDAQ:ADSK – Free Report) by 15.8% during the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 2,648 shares of the software company’s stock after purchasing an additional 361 shares […]
July 25, 2023
FirstPurpose Wealth LLC raised its stake in Salesforce, Inc. (NYSE:CRM – Free Report) by 21.5% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 4,445 shares of the CRM provider’s stock after acquiring an additional 788 shares during the period. FirstPurpose […]
July 25, 2023
FirstPurpose Wealth LLC lifted its holdings in shares of Schwab International Equity ETF (NYSEARCA:SCHF – Free Report) by 9.2% in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 11,884 shares of the company’s stock after buying an additional 1,003 shares during […]
July 25, 2023
FirstPurpose Wealth LLC grew its position in shares of Dimensional Core Fixed Income ETF (NYSEARCA:DFCF – Free Report) by 24.3% during the 1st quarter, according to the company in its most recent filing with the SEC. The firm owned 103,651 shares of the company’s stock after purchasing an additional 20,272 shares during the quarter. Dimensional […]