Skip to main content

FirstPurpose Wealth LLC

SEC CIK
0001913420
Latest filing
Apr 23, 2024

WPM holding history

Wheaton Precious Metals 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.

WPM overviewAll 13F holders of WPMFull Q1 2024 holdings

Shares (Q1 2024)
4,622
Value
$237.2K
% of portfolio
0.1%
Quarters held
5
Since Q4 2021
Holdings of WPM by FirstPurpose Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20244,622$237.2K0.1%00.0%UnchangedHolders
Q4 20234,622$228.0K0.1%+4,622NewHolders
Q2 20230$00.0%−4,622−100.0%Sold outHolders
Q1 20234,622$222.6K0.1%+4,622NewHolders
Q2 20220$00.0%−4,666−100.0%Sold outHolders
Q1 20224,666$222.0K0.2%00.0%UnchangedHolders
Q4 20214,666$200.0K0.1%–No prior filingHolders