FirstPurpose Wealth LLC
- SEC CIK
- 0001913420
- Latest filing
- Apr 23, 2024
MORN holding history
Morningstar, 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.
MORN overviewAll 13F holders of MORNFull Q1 2024 holdings
- Shares (Q1 2024)
- 953
- Value
- $298.2K
- % of portfolio
- 0.1%
- Quarters held
- 2
- Since Q4 2023