Skip to main content

FirstPurpose Wealth LLC

SEC CIK
0001913420
Latest filing
Apr 23, 2024

BAC holding history

Bank of America Corp 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.

BAC overviewAll 13F holders of BACFull Q1 2024 holdings

Shares (Q1 2024)
14,978
Value
$548.9K
% of portfolio
0.2%
Quarters held
4
Since Q2 2023
Holdings of BAC by FirstPurpose Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 202414,978$548.9K0.2%−403−2.6%ReducedHolders
Q4 202315,381$517.9K0.2%+3,743+32.2%AddedHolders
Q3 202311,638$318.6K0.1%+320+2.8%AddedHolders
Q2 202311,318$324.7K0.1%+11,318NewHolders