Cypress Wealth Services, LLC First Tr Iii Calif Mun High In Transaction History
Cypress Wealth Services, LLC
- $468 Million
- Q3 2024
A detailed history of Cypress Wealth Services, LLC transactions in First Tr Iii Calif Mun High In stock. As of the latest transaction made, Cypress Wealth Services, LLC holds 4,250 shares of FCAL stock, worth $210,290. This represents 0.05% of its overall portfolio holdings.
Number of Shares
4,250
Previous 4,250
-0.0%
Holding current value
$210,290
Previous $210,000
1.43%
% of portfolio
0.05%
Previous 0.05%
Shares
1 transactions
Others Institutions Holding FCAL
# of Institutions
57Shares Held
3.76MCall Options Held
0Put Options Held
0-
Miracle Mile Advisors, LLC1.8MShares$88.8 Million2.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC664KShares$32.9 Million0.02% of portfolio
-
Morgan Stanley New York, NY208KShares$10.3 Million0.0% of portfolio
-
Royal Bank Of Canada Toronto, A6104KShares$5.13 Million0.0% of portfolio
-
Citizens Business Bank Ontario, CA97.8KShares$4.84 Million1.05% of portfolio