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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 […]
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 […]
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 […]
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 […]
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 […]