A detailed history of Creative Planning transactions in First Foundation Inc. stock. As of the latest transaction made, Creative Planning holds 16,463 shares of FFWM stock, worth $84,784. This represents 0.0% of its overall portfolio holdings.

Number of Shares
16,463
Previous 12,127 35.75%
Holding current value
$84,784
Previous $79,000 29.11%
% of portfolio
0.0%
Previous 0.0%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 11, 2024

BUY
$5.0 - $7.08 $21,680 - $30,698
4,336 Added 35.75%
16,463 $102,000
Q2 2024

Aug 15, 2024

BUY
$5.27 - $7.37 $63,909 - $89,375
12,127 New
12,127 $79,000
Q2 2020

Jul 23, 2020

SELL
$9.49 - $16.99 $135,792 - $243,109
-14,309 Closed
0 $0
Q4 2019

Jan 30, 2020

SELL
$14.48 - $17.56 $72,400 - $87,800
-5,000 Reduced 25.89%
14,309 $249,000
Q3 2019

Nov 01, 2019

BUY
$13.7 - $15.28 $68,500 - $76,400
5,000 Added 34.94%
19,309 $295,000
Q4 2018

Feb 01, 2019

SELL
$12.05 - $16.51 $60,250 - $82,550
-5,000 Reduced 25.89%
14,309 $184,000
Q2 2018

Jul 20, 2018

BUY
$17.88 - $20.23 $345,244 - $390,621
19,309 New
19,309 $358,000
Q1 2018

Apr 18, 2018

SELL
$17.63 - $19.49 $269,456 - $297,885
-15,284 Closed
0 $0
Q4 2017

Jan 17, 2018

BUY
$17.4 - $19.27 $265,941 - $294,522
15,284
15,284 $283,000

Others Institutions Holding FFWM

About First Foundation Inc.


  • Ticker FFWM
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Banks—Regional
  • Shares Outstandng 56,387,700
  • Market Cap $290M
  • Description
  • First Foundation Inc., through its subsidiaries, provides personal banking, business banking, and private wealth management services in the United States. It operates through two segments, Banking and Wealth Management. The company offers a range of bank deposit products, including personal and business checking accounts, savings accounts, inter...
More about FFWM
Track This Portfolio

Track Creative Planning Portfolio

Follow Creative Planning and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Creative Planning, based on Form 13F filings with the SEC.

News

Stay updated on Creative Planning with notifications on news.