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 |
|---|---|---|---|---|---|---|---|---|---|
| SHELL PLC | SPON ADS | 351 | $447,261 | 6,947 | 0.00 | 0.00 | 207 | 3.07 | 09-30-2023 |
| BROOKFIELD INFRAST PARTNERS | LP INT UNIT | 352 | $446,939 | 15,202 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
| SELECT SECTOR SPDR TR | INDL | 353 | $443,639 | 4,376 | 0.00 | 4,376 | +Inf | 09-30-2023 | |
| MCKESSON CORP | COM | 354 | $438,769 | 1,009 | 0.00 | 0.00 | -26 | -2.51 | 09-30-2023 |
