FirstPurpose Wealth LLC
- SEC CIK
- 0001913420
- Latest filing
- Apr 23, 2024
RYAN holding history
Ryan Specialty Holdings, 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.
RYAN overviewAll 13F holders of RYANFull Q1 2024 holdings
- Shares (Q1 2024)
- 6,255
- Value
- $321.3K
- % of portfolio
- 0.1%
- Quarters held
- 7
- Since Q3 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2024 | 6,255 | $321.3K | 0.1% | +288+4.8% | Added | Holders |
| Q4 2023 | 5,967 | $256.7K | 0.1% | +100+1.7% | Added | Holders |
| Q3 2023 | 5,867 | $284.0K | 0.1% | +190+3.3% | Added | Holders |
| Q2 2023 | 5,677 | $254.8K | 0.1% | +20.0% | Added | Holders |
| Q1 2023 | 5,675 | $228.4K | 0.1% | +351+6.6% | Added | Holders |
| Q4 2022 | 5,324 | $221.0K | 0.1% | +390+7.9% | Added | Holders |
| Q3 2022 | 4,934 | $200.0K | 0.1% | +4,934 | New | Holders |