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First Fndtn shares owned by Goss Wealth Management

Quarter-by-quarter ownership of First Fndtn (FFWM) shares owned by Goss Wealth Management from 13F filings

Historical chart of Goss Wealth Management investment in First Fndtn

Tip: Access up to 7 years of quarterly data

All positions including First Fndtn held by Goss Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Fndtn by Goss Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $1.9k 288 6.55
2024-03-31 $2.2k 288 7.55

More positions owned by Goss Wealth Management

Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Amazon (AMZN)
Broadcom (AVGO)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Eli Lilly & Co. (LLY)
JPMorgan Chase & Co. (JPM)
Spdr Ser Tr Portfolio S&p500 (SPLG)

View all positions for Goss Wealth Management

Top funds holding First Fndtn

Canyon Capital Advisors
BlackRock
BlackRock
Fortress Investment Group
Vanguard Group
Dimensional Fund Advisors
State Street Corporation
North Reef Capital Management
Geode Capital Management
Strategic Value Bank Partners
Invenomic Capital Management
Hotchkis and Wiley Capital Management
Alliancebernstein
Royce & Associates
Sandler O'Neill Asset Management

View all funds holding First Fndtn