Kingswood Wealth Advisors, LLC First Tr Iii Calif Mun High In Transaction History
Kingswood Wealth Advisors, LLC
- $1.33 Trillion
- Q4 2024
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 7,222 shares of FCAL stock, worth $357,055. This represents 0.03% of its overall portfolio holdings.
Number of Shares
7,222Holding current value
$357,055% of portfolio
0.03%Shares
1 transactions
Others Institutions Holding FCAL
# of Institutions
64Shares Held
4.07MCall Options Held
0Put Options Held
0-
Miracle Mile Advisors, LLC1.91MShares$94.4 Million2.0% of portfolio
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Lpl Financial LLC Fort Mill, SC752KShares$37.2 Million0.02% of portfolio
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Morgan Stanley New York, NY226KShares$11.2 Million0.0% of portfolio
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Royal Bank Of Canada Toronto, A6113KShares$5.6 Million0.0% of portfolio
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Westside Investment Management, Inc.101KShares$4.99 Million1.05% of portfolio