Assetmark, Inc First Tr Iii Calif Mun High In Transaction History

Assetmark, Inc

$47.4 Billion
Q4 2025

A detailed history of Assetmark, Inc transactions in First Tr Iii Calif Mun High In stock. As of the latest transaction made, Assetmark, Inc holds 401 shares of FCAL stock, worth $19,793. This represents 0.0% of its overall portfolio holdings.

Number of Shares

401

Holding current value

$19,793

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2025 Jan 23, 2026	BUY	$48.76 - $49.48 $19,552 - $19,841	401 New	401 $19,000

Others Institutions Holding FCAL

# of Institutions

Shares Held

2.69M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

851K
Shares

$42 Million
0.01% of portfolio
Morgan Stanley New York, NY

210K
Shares

$10.3 Million
0.0% of portfolio
Miracle Mile Advisors, LLC

153K
Shares

$7.56 Million
0.12% of portfolio
Citizens Business Bank Ontario, CA

125K
Shares

$6.15 Million
1.06% of portfolio
Westside Investment Management, Inc.

107K
Shares

$5.26 Million
0.84% of portfolio

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About FIRST TR III CALIF MUN HIGH IN

Ticker FCAL
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