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FirstPurpose Wealth LLC

SEC CIK
0001913420
Latest filing
Apr 23, 2024

SNFCA holding history

Security National Financial 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.

SNFCA overviewAll 13F holders of SNFCAFull Q1 2024 holdings

Shares (Q1 2024)
55,000
Value
$384.4K
% of portfolio
0.1%
Quarters held
1
Since Q1 2024
Holdings of SNFCA by FirstPurpose Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 202455,000$384.4K0.1%+55,000NewHolders