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 |
|---|---|---|---|---|---|---|---|---|---|
| CANADIAN PACIFIC KANSAS CITY | COM | 201 | $252,920 | 3,399 | 0.00 | 0.00 | 154 | 4.75 | 09-30-2023 |
| SPDR SER TR | PORTFOLIO SH TSR | 202 | $247,997 | 8,635 | 0.00 | 0.00 | 761 | 9.66 | 09-30-2023 |
| 3M CO | COM | 203 | $244,955 | 2,616 | 0.00 | 0.00 | 529 | 25.35 | 09-30-2023 |
| ONEOK INC NEW | COM | 204 | $241,955 | 3,815 | 0.00 | 3,815 | +Inf | 09-30-2023 |
