FirstPurpose Wealth LLC

SEC CIK: 0001913420
Latest filing: Apr 23, 2024

SEC filings (opens in a new tab)

WRB holding history

Berkley W R 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.

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

Shares (Q1 2023): 0; Sold out in Q1 2023
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q3 2022

Holdings of WRB by FirstPurpose Wealth LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2023	0	$0	0.0%	−3,071−100.0%	Sold out	Holders
Q4 2022	3,071	$222.9K	0.1%	−188−5.8%	Reduced	Holders
Q3 2022	3,259	$210.0K	0.1%	+3,259	New	Holders