Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FIRST FOUNDATION ADVISORS | 11-15-2023 | 09-30-2023 | 699 | 2,140,782,035 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| EXXON MOBIL CORP | COM | 101 | $3,409,714 | 28,999 | 0.00 | 0.00 | -4,527 | -13.50 | 09-30-2023 |
| INVESCO EXCH TRADED FD TR II | NATL AMT MUNI | 102 | $3,363,135 | 151,766 | 0.00 | 0.00 | 76,048 | 100.44 | 09-30-2023 |
| LULULEMON ATHLETICA INC | COM | 103 | $3,237,967 | 8,397 | 0.00 | 0.00 | 200 | 2.44 | 09-30-2023 |
| S&P GLOBAL INC | COM | 104 | $3,219,166 | 8,810 | 0.00 | 0.00 | 428 | 5.11 | 09-30-2023 |
