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First Fndtn shares owned by Kestra Private Wealth Services

Quarter-by-quarter ownership of First Fndtn (FFWM) shares owned by Kestra Private Wealth Services from 13F filings

Historical chart of Kestra Private Wealth Services investment in First Fndtn

Tip: Access up to 7 years of quarterly data

All positions including First Fndtn held by Kestra Private Wealth Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Fndtn by Kestra Private Wealth Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $94k 12k 7.55
2023-12-31 $120k 12k 9.68
2023-09-30 $75k 12k 6.08
2023-06-30 $49k 12k 3.97