FirstPurpose Wealth LLC

13F Filings History

Latest 13F report
Q1 2024 - Apr 23, 2024
Value $
$276M
Signature - Title
Scott Carlson - Chief Compliance Officer
Location
Orem, UT
Summary
This page shows a list of all the recent 13F filings made by FirstPurpose Wealth LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. FirstPurpose Wealth LLC reported 209 stock holdings with total value $276M as of Q1 2024. Top holdings included DFAU, DFAC, DFAI, DFCF, and BND.
Holdings Value