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First Fndtn shares owned by Private Wealth Management Group

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

Historical chart of Private Wealth Management Group investment in First Fndtn

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in First Fndtn by Private Wealth Management Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.1k 181 6.24
2024-03-31 $1.4k 181 7.55
2023-12-31 $1.8k 181 9.69

More positions owned by Private Wealth Management Group

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust Us Equity Market (DFUS)
Ishares Tr National Mun Etf (MUB)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)
Dimensional Etf Trust Intl Small Cap V (DISV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Ishares Tr Shrt Nat Mun Etf (SUB)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)

View all positions for Private Wealth Management Group

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