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FirstPurpose Wealth LLC

SEC CIK
0001913420
Latest filing
Apr 23, 2024

BGB holding history

Blackstone Strategic Credit 2027 Term Fund 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.

BGB overviewAll 13F holders of BGBFull Q1 2024 holdings

Shares (Q1 2024)
15,000
Value
$176.7K
% of portfolio
0.1%
Quarters held
10
Since Q4 2021
Holdings of BGB by FirstPurpose Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 202415,000$176.7K0.1%00.0%UnchangedHolders
Q4 202315,000$169.8K0.1%00.0%UnchangedHolders
Q3 202315,000$164.8K0.1%00.0%UnchangedHolders
Q2 202315,000$163.9K0.1%00.0%UnchangedHolders
Q1 202315,000$159.8K0.1%00.0%UnchangedHolders
Q4 202215,000$158.7K0.1%00.0%UnchangedHolders
Q3 202215,000$159.0K0.1%00.0%UnchangedHolders
Q2 202215,000$168.0K0.1%00.0%UnchangedHolders
Q1 202215,000$196.0K0.2%00.0%UnchangedHolders
Q4 202115,000$202.0K0.1%–No prior filingHolders