JDM Financial Group’s First Republic Bank FRC Stock Holding History

JDM Financial Group’s Portfolio FRC Stock Details FRC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-1,810	Closed	-$74	–	216
2023 Q4	$74	Hold	1,810	–	–	﹤0.01%	209
2023 Q3	$130	Hold	1,810	–	–	﹤0.01%	208
2023 Q2	$996	Hold	1,810	–	–	﹤0.01%	206
2023 Q1	$25.3K	Buy	+1,810	New	+$186K	0.02%	91

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Farther Finance Advisors San Francisco, California $10.6B AUM 19.99% 1-Year Est. Return

Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return