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FirstPurpose Wealth LLC

CIK: 0001913420 | OREM, UT

Q4 2023 vs Q1 2024 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q1 2024
13F-HR209$275.6M2024-04-23SEC ↗
Q4 2023
13F-HR212$262.6M2024-04-23SEC ↗
Q3 2023
13F-HR197$231.6M2023-10-30SEC ↗
Q2 2023
13F-HR197$233.6M2023-07-21SEC ↗
Q1 2023
13F-HR190$202.9M2023-05-03SEC ↗
Q4 2022
13F-HR184$179.1M2023-01-26SEC ↗
Q3 2022
13F-HR154$7.4M2022-10-24SEC ↗
Q2 2022
13F-HR141$5.3M2022-07-25SEC ↗
Q1 2022
13F-HR139$2.7M2022-04-18SEC ↗
Q4 2021
13F-HR146$3.8M2022-02-24SEC ↗