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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
2024-03-31 $2.2k 288 7.55

More positions owned by Goss Wealth Management

Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)
Vanguard Index Fds Value Etf (VTV)
Broadcom (AVGO)
Vanguard Index Fds Growth Etf (VUG)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
JPMorgan Chase & Co. (JPM)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Visa Com Cl A (V)

View all positions for Goss Wealth Management

Top funds holding First Fndtn

FMR
BlackRock
Azora Capital
Vanguard Group
rhino investment partners
State Street Corporation
Dimensional Fund Advisors
Banc Funds Company
Strategic Value Bank Partners
Philadelphia Financial Management of San Francisco
Geode Capital Management
Putnam Investments
Alliancebernstein
Franklin Resources
Jacobs Levy Equity Management

View all funds holding First Fndtn