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

Kingswood Wealth Advisors, LLC

  • $2.07 Trillion
  • Q4 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 5,539 shares of FCAL stock, worth $273,405. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,539
Previous 5,189 6.75%
Holding current value
$273,405
Previous $253 Million 7.92%
% of portfolio
0.01%
Previous 0.02%

Shares

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

Jan 28, 2026
BUY
$48.76 - $49.48 $17,066 - $17,318
350 Added 6.75%
5,539 $273 Million
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
83
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
Track This Portfolio

Track Kingswood Wealth Advisors, LLC Portfolio

Follow Kingswood Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kingswood Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kingswood Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email