Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FIRSTPURPOSE WEALTH LLC | 10-30-2023 | 09-30-2023 | 197 | 231,555,313 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| BANK AMERICA CORP | COM | 151 | $318,639 | 11,638 | 0.00 | 0.00 | 320 | 2.83 | 09-30-2023 |
| VANGUARD INDEX FDS | LARGE CAP ETF | 152 | $318,081 | 1,625 | 0.00 | 0.00 | -40 | -2.40 | 09-30-2023 |
| PFIZER INC | COM | 153 | $317,413 | 9,569 | 0.00 | 0.00 | 1,172 | 13.96 | 09-30-2023 |
| EXXON MOBIL CORP | COM | 154 | $316,940 | 2,696 | 0.00 | 0.00 | 66 | 2.51 | 09-30-2023 |
