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 |
|---|---|---|---|---|---|---|---|---|---|
| ABBOTT LABS | COM | 151 | $1,830,408 | 18,899 | 0.00 | 0.00 | 1,985 | 11.74 | 09-30-2023 |
| FLEXSHARES TR | QUALT DIVD IDX | 152 | $1,822,109 | 32,666 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
| NETFLIX INC | COM | 153 | $1,777,363 | 4,707 | 0.00 | 0.00 | 936 | 24.82 | 09-30-2023 |
| PIMCO DYNAMIC INCOME FD | SHS | 154 | $1,736,726 | 100,505 | 0.00 | 0.00 | -50,744 | -33.55 | 09-30-2023 |
