Number of Shares
193,878
Previous 224,484 13.63%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

SELL
N/A
-30,606 Reduced 13.63%
193,878 $0
Q2 2024

Aug 06, 2024

SELL
N/A
-10,120 Reduced 4.31%
224,484 $0
Q1 2024

May 09, 2024

SELL
N/A
-19,653 Reduced 7.73%
234,604 $0
Q4 2023

Feb 14, 2024

SELL
N/A
-102,936 Reduced 28.82%
254,257 $0
Q3 2023

Nov 15, 2023

SELL
N/A
-54,907 Reduced 13.32%
357,193 $0
Q2 2023

Aug 14, 2023

BUY
N/A
412,100 New
412,100 $0
Track This Portfolio

Track First Foundation Advisors Portfolio

Follow First Foundation Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on First Foundation Advisors with notifications on news.