First Fndtn shares owned by Modera Wealth Management
Quarter-by-quarter ownership of First Fndtn (FFWM) shares owned by Modera Wealth Management
from 13F filings
Historical chart of Modera Wealth Management investment in First Fndtn
Tip: Access up to 7 years of quarterly data
All positions including First Fndtn held by Modera Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in First Fndtn by Modera Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-06-30 | $1.9M | 286k | 6.55 |