Clifford Swan Investment Counsel LLC First Tr Iii Calif Mun High In Transaction History
Clifford Swan Investment Counsel LLC
- $2.85 Billion
- Q3 2025
A detailed history of Clifford Swan Investment Counsel LLC transactions in First Tr Iii Calif Mun High In stock. As of the latest transaction made, Clifford Swan Investment Counsel LLC holds 11,345 shares of FCAL stock, worth $559,989. This represents 0.02% of its overall portfolio holdings.
Number of Shares
11,345
Previous 11,345
-0.0%
Holding current value
$559,989
Previous $544,000
1.65%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding FCAL
# of Institutions
81Shares Held
2.68MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC851KShares$42 Million0.01% of portfolio
-
Morgan Stanley New York, NY210KShares$10.3 Million0.0% of portfolio
-
Miracle Mile Advisors, LLC153KShares$7.56 Million0.12% of portfolio
-
Citizens Business Bank Ontario, CA125KShares$6.15 Million1.06% of portfolio
-
Westside Investment Management, Inc.110KShares$5.45 Million0.86% of portfolio