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Apollo Sr Floating Rate Fd I shares owned by First Foundation Advisors

Quarter-by-quarter ownership of Apollo Sr Floating Rate Fd I (AFT) shares owned by First Foundation Advisors from 13F filings

Historical chart of First Foundation Advisors investment in Apollo Sr Floating Rate Fd I

Tip: Access up to 7 years of quarterly data

All positions including Apollo Sr Floating Rate Fd I held by First Foundation Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Apollo Sr Floating Rate Fd I by First Foundation Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $146k 11k 13.25
2023-09-30 $148k 11k 13.44
2023-06-30 $142k 11k 12.91
2023-03-31 $139k 11k 12.63
2022-12-31 $136k 11k 12.34
2022-09-30 $138k 11k 12.53

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Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr Core S&p500 Etf (IVV)
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United Parcel Service CL B (UPS)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Apple (AAPL)
Ishares Tr Core Msci Eafe (IEFA)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Goldman Sachs Etf Tr Activebeta Int (GSIE)
Ishares Tr Rus Mid Cap Etf (IWR)
Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ)
Philip Morris International (PM)

View all positions for First Foundation Advisors

Top funds holding Apollo Sr Floating Rate Fd I

Pathstone Holdings
Next Capital Management
ICON Advisers
Advisors Asset Management
Bank of America Corporation
Guggenheim Capital, LLC Managers
Wells Fargo & Company
Stifel Financial
Apollo Management Holdings
Garner Asset Management Corp
UBS Group
Royal Bank of Canada
Shufro Rose & Co
Advisor Group Holdings
Landscape Capital Management

View all funds holding Apollo Sr Floating Rate Fd I