First Purpose Wealth LLC Spdr S&P 500 ETF Trust Transaction History

First Purpose Wealth LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 03, 2023	SELL	$379.5 - $416.78 $6,831 - $7,502	-18 Reduced 0.93%	1,916 $784,000
Q4 2022 Jan 26, 2023	SELL	$357.63 - $407.42 $11,086 - $12,630	-31 Reduced 1.58%	1,934 $0
Q3 2022 Oct 24, 2022	SELL	$357.18 - $429.7 $238,953 - $287,469	-669 Reduced 25.4%	1,965 $702,000
Q2 2022 Jul 25, 2022	BUY	$365.86 - $456.8 $593,424 - $740,929	1,622 Added 160.28%	2,634 $994,000
Q1 2022 Apr 18, 2022	SELL	$416.25 - $477.71 $78,255 - $89,809	-188 Reduced 15.67%	1,012 $457,000
Q4 2021 Feb 24, 2022	BUY	$428.64 - $477.48 $514,368 - $572,976	1,200 New	1,200 $570,000

4,431

557M

275M

402M

Get notified when there are updates to the investment portfolio of First Purpose Wealth LLC, based on Form 13F filings with the SEC.

Stay updated on First Purpose Wealth LLC with notifications on news.