Blue Zone Wealth Advisors, LLC First Tr Iii Calif Mun High In Transaction History
Blue Zone Wealth Advisors, LLC
- $318 Million
- Q4 2024
A detailed history of Blue Zone Wealth Advisors, LLC transactions in First Tr Iii Calif Mun High In stock. As of the latest transaction made, Blue Zone Wealth Advisors, LLC holds 14,787 shares of FCAL stock, worth $732,104. This represents 0.23% of its overall portfolio holdings.
Number of Shares
14,787
Previous 14,787
-0.0%
Holding current value
$732,104
Previous $742,000
1.62%
% of portfolio
0.23%
Previous 0.25%
Shares
1 transactions
Others Institutions Holding FCAL
# of Institutions
64Shares Held
4.08MCall Options Held
0Put Options Held
0-
Miracle Mile Advisors, LLC1.91MShares$94.5 Million2.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC752KShares$37.2 Million0.02% of portfolio
-
Morgan Stanley New York, NY226KShares$11.2 Million0.0% of portfolio
-
Royal Bank Of Canada Toronto, A6113KShares$5.61 Million0.0% of portfolio
-
Westside Investment Management, Inc.101KShares$5 Million1.05% of portfolio