FirstPurpose Wealth LLC
- SEC CIK
- 0001913420
- Latest filing
- Apr 23, 2024
AON holding history
Aon plc in every 13F filed by FirstPurpose Wealth LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
AON overviewAll 13F holders of AONFull Q1 2024 holdings
- Shares (Q1 2024)
- 777
- Value
- $245.5K
- % of portfolio
- 0.1%
- Quarters held
- 7
- Since Q3 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2024 | 777 | $245.5K | 0.1% | −38−4.7% | Reduced | Holders |
| Q4 2023 | 815 | $237.2K | 0.1% | −5−0.6% | Reduced | Holders |
| Q3 2023 | 820 | $265.9K | 0.1% | +20+2.5% | Added | Holders |
| Q2 2023 | 800 | $276.2K | 0.1% | +28+3.6% | Added | Holders |
| Q1 2023 | 772 | $243.4K | 0.1% | −163−17.4% | Reduced | Holders |
| Q4 2022 | 935 | $280.6K | 0.2% | +164+21.3% | Added | Holders |
| Q3 2022 | 771 | $207.0K | 0.1% | +771 | New | Holders |