First Purpose Wealth LLC Spdr Index Shs Fund Spdr S&P C Transaction History

First Purpose Wealth LLC

$275 Million
Q1 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 25, 2022	BUY	$76.67 - $93.5 $383,350 - $467,500	5,000 New	5,000 $459,000

Others Institutions Holding GXC

# of Institutions

90

Shares Held

1.73M

Call Options Held

0

Put Options Held

3.2K

Osborne Partners Capital Management, LLC

187K
Shares

$15.2 Million
0.78% of portfolio
Morgan Stanley New York, NY

179K
Shares

$14.5 Million
0.0% of portfolio
Hightower 6 M Holding, LLC

147K
Shares

$11.9 Million
0.94% of portfolio
Executive Wealth Group LLC Kirkland, WA

141K
Shares

$11.5 Million
1.88% of portfolio
Swisspartners Advisors LTD Zurich, V8

130K
Shares

$10.5 Million
8.3% of portfolio

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