FirstPurpose Wealth LLC

SEC CIK: 0001913420
Latest filing: Apr 23, 2024

SEC filings (opens in a new tab)

FIX holding history

Comfort Systems USA Inc 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.

FIX overview All 13F holders of FIX Full Q1 2024 holdings

Shares (Q1 2024): 1,005
Value: $305.3K
% of portfolio: 0.1%
Quarters held: 3; Since Q3 2023

Holdings of FIX by FirstPurpose Wealth LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2024	1,005	$305.3K	0.1%	−128−11.3%	Reduced	Holders
Q4 2023	1,133	$233.0K	0.1%	−100−8.1%	Reduced	Holders
Q3 2023	1,233	$210.1K	0.1%	+1,233	New	Holders