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| Name: |
FirstPurpose Wealth LLC |
| City: |
OREM |
| State: |
UT |
| Zip: |
84097 |
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data |
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| Holdings
Found :
21 |
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Closed Positions |
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Page 1 of 1 |
Menu
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
TDY |
Teledyne Technologies Inc |
212 |
Closed |
$406.43 |
$0 |
0 |
0% |
-217,000 |
-486 |
0 |
Aerospace/Defense Pro... |
|
|
DFAS |
Dimensional U S Small Cap Etf |
218 |
Closed |
$62.04 |
$0 |
0 |
0% |
-217,000 |
-3,641 |
0 |
N/A |
|
|
VTV |
Vanguard Value VIPERS |
224 |
Closed |
$163.65 |
$0 |
0 |
0% |
-245,000 |
-1,636 |
0 |
Closed - End Fund - E... |
|
|
USHY |
Ishares Broad Usd High Yiel... |
211 |
Closed |
$0.00 |
$0 |
0 |
0% |
-206,000 |
-5,675 |
0 |
N/A |
|
|
AMD |
Advanced Micro Devices Inc |
217 |
Closed |
$164.47 |
$0 |
0 |
0% |
-215,000 |
-1,456 |
0 |
Semiconductor- Broad... |
|
|
TDC |
Teradata Corp /de/ |
223 |
Closed |
$33.57 |
$0 |
0 |
0% |
-207,000 |
-4,749 |
0 |
Data Storage Devices |
|
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MEDP |
Medpace Holdings, Inc. |
210 |
Closed |
$393.30 |
$0 |
0 |
0% |
-202,000 |
-658 |
0 |
N/A |
|
|
LQD |
iShares Trust Goldman Sachs |
216 |
Closed |
$107.19 |
$0 |
0 |
0% |
-497,000 |
-4,491 |
0 |
Closed - End Fund - E... |
|
|
DFJ |
WisdomTree Trust Japan Smal... |
222 |
Closed |
$76.34 |
$0 |
0 |
0% |
-405,000 |
-5,413 |
0 |
Closed - End Fund - E... |
|
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BRKS |
Brooks Automation Inc |
209 |
Closed |
$50.87 |
$0 |
0 |
0% |
-203,000 |
-3,114 |
0 |
Semiconductor Equipme... |
|
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HUM |
Humana Inc |
228 |
Closed |
$356.20 |
$0 |
0 |
0% |
-212,000 |
-462 |
0 |
Health Care Plans |
|
|
PYPL |
Paypal Holdings, Inc. |
215 |
Closed |
$64.48 |
$0 |
0 |
0% |
-572,000 |
-9,317 |
0 |
N/A |
|
|
STRM |
Streamline Health Solution |
221 |
Closed |
$0.32 |
$0 |
0 |
0% |
-5,000 |
-12,144 |
0 |
Healthcare Informatio... |
|
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EJAN |
Innovator Msci Emerging Mar... |
208 |
Closed |
$0.00 |
$0 |
0 |
0% |
-940,000 |
-32,783 |
0 |
N/A |
|
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NOC |
Northrop Grumman Corp |
227 |
Closed |
$470.22 |
$0 |
0 |
0% |
-1,941,000 |
-4,146 |
0 |
Aerospace/Defense - M... |
|
|
GNMA |
Ishares Barclays Gnma Bond ... |
214 |
Closed |
$42.37 |
$0 |
0 |
0% |
-328,000 |
-7,420 |
0 |
N/A |
|
|
MCHI |
Ishares Msci China Index Fund |
220 |
Closed |
$47.44 |
$0 |
0 |
0% |
-487,000 |
-11,942 |
0 |
N/A |
|
|
GILD |
Gilead Sciences Inc |
226 |
Closed |
$67.72 |
$0 |
0 |
0% |
-231,000 |
-2,856 |
0 |
Biotechnology |
|
|
AZPN |
Aspen Technology Inc |
213 |
Closed |
$197.54 |
$0 |
0 |
0% |
-203,000 |
-922 |
0 |
Application Software |
|
|
AZUL |
Azul SA |
219 |
Closed |
$5.91 |
$0 |
0 |
0% |
-165,000 |
-17,000 |
0 |
N/A |
|
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RGLD |
Royal Gold Inc |
225 |
Closed |
$133.13 |
$0 |
0 |
0% |
-210,000 |
-1,732 |
0 |
Gold |
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