FIRST FOUNDATION ADVISORS

Endowment

Position in DIAL — Columbia Diversified Fixed Income Allocation ETF

CIK 1086763 Irvine, CA

Back to DIAL Full portfolio

All Filings in DIAL

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2024-06-30 DIAL	$967,629	54,845	-0.4%	Shares	Sole	2024-08-06
2024-03-31 DIAL	$979,341	55,078	-48.4%	Shares	Sole	2024-05-10
2023-12-31 DIAL	$1,925,447	106,673	-9.9%	Shares	Sole	2024-02-14
2023-09-30 DIAL	$1,993,515	118,415	-4.1%	Shares	Defined	2023-11-15
2023-06-30 DIAL	$2,173,831	123,443	-6.7%	Shares	Defined	2023-08-14
2023-03-31 DIAL	$2,364,754	132,331	-3.8%	Shares	Sole	2023-05-12
2022-12-31 DIAL	$2,378,913	137,589	-6.5%	Shares	Sole	2023-02-14
2022-09-30 DIAL	$2,462,522	147,192	+2.2%	Shares	Sole	2022-11-14
2022-06-30 DIAL	$2,542,881	143,991	-3.4%	Shares	Sole	2022-08-12
2022-03-31 DIAL	$2,905,101	149,056	-3.5%	Shares	Sole	2022-05-05
2021-12-31 DIAL	$3,290,285	154,401	-0.6%	Shares	Sole	2022-02-14
2021-09-30 DIAL	$3,319,536	155,409	+1.4%	Shares	Sole	2021-11-15
2021-06-30 DIAL	$3,302,300	153,239	+35.6%	Shares	Sole	2021-08-13
2021-03-31 DIAL	$2,386,728	113,008	+53.9%	Shares	Sole	2021-05-18
2020-12-31 DIAL	$1,621,538	73,406	+31.0%	Shares	Sole	2021-02-16
2020-09-30 DIAL	$1,205,205	56,030	+477.5%	Shares	Sole	2020-11-12
2020-06-30 DIAL	$204,906	9,702	—	Shares	Sole	2020-08-14
No filing history on record for this holder in this stock.