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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | US SML CAP EQT | 451 | $311,466 | 6,021 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
| CARRIER GLOBAL CORPORATION | COM | 452 | $311,273 | 5,639 | 0.00 | 0.00 | 88 | 1.59 | 09-30-2023 |
| PALO ALTO NETWORKS INC | COM | 453 | $311,102 | 1,327 | 0.00 | 0.00 | -33 | -2.43 | 09-30-2023 |
| INVESCO EXCHANGE TRADED FD T | SEMICONDUCTORS | 454 | $305,849 | 7,146 | 0.00 | 7,146 | +Inf | 09-30-2023 |
