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

Kingswood Wealth Advisors, LLC

  • $1.65 Trillion
  • Q3 2025

A detailed history of Kingswood Wealth Advisors, LLC transactions in First Tr Iii Calif Mun High In stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 5,189 shares of FCAL stock, worth $256,129. This represents 0.02% of its overall portfolio holdings.

Number of Shares
5,189
Previous 7,222 28.15%
Holding current value
$256,129
Previous $346 Million 26.95%
% of portfolio
0.02%
Previous 0.03%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 23, 2025
SELL
$47.44 - $48.99 $96,445 - $99,596
-2,033 Reduced 28.15%
5,189 $253 Million
Q4 2024

Jan 22, 2025
BUY
$49.2 - $50.51 $355,322 - $364,783
7,222 New
7,222 $357 Million

Others Institutions Holding FCAL

# of Institutions
81
Shares Held
2.68M
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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