Blue Zone Wealth Advisors, LLC First Tr Iii Calif Mun High In Transaction History

Blue Zone Wealth Advisors, LLC

  • $483 Million
  • Q4 2025

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 11,000 shares of FCAL stock, worth $542,960. This represents 0.11% of its overall portfolio holdings.

Number of Shares
11,000
Previous 14,000 21.43%
Holding current value
$542,960
Previous $682,000 20.53%
% of portfolio
0.11%
Previous 0.15%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 20, 2026
SELL
$48.76 - $49.48 $146,280 - $148,440
-3,000 Reduced 21.43%
11,000 $542,000
Q3 2025

Oct 15, 2025
SELL
$47.44 - $48.99 $464,247 - $479,416
-9,786 Reduced 41.14%
14,000 $682,000
Q2 2025

Jul 24, 2025
BUY
$47.18 - $49.3 $424,572 - $443,650
8,999 Added 60.86%
23,786 $1.14 Million
Q3 2024

Oct 07, 2024
BUY
$49.34 - $50.4 $729,590 - $745,264
14,787 New
14,787 $742,000

Others Institutions Holding FCAL

# of Institutions
82
Shares Held
2.69M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR III CALIF MUN HIGH IN

FCAL Quotes by TradingView
  • Ticker FCAL
  • Sector ETFs
  • Industry ETFs
More about FCAL
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