Perennial Investment Advisors, LLC First Tr Iii Calif Mun High In Transaction History

Perennial Investment Advisors, LLC

  • $1.15 Billion
  • Q3 2025

A detailed history of Perennial Investment Advisors, LLC transactions in First Tr Iii Calif Mun High In stock. As of the latest transaction made, Perennial Investment Advisors, LLC holds 7,484 shares of FCAL stock, worth $369,410. This represents 0.03% of its overall portfolio holdings.

Number of Shares
7,484
Previous 8,928 16.17%
Holding current value
$369,410
Previous $428,000 14.95%
% of portfolio
0.03%
Previous 0.04%

Shares

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

Nov 12, 2025
SELL
$47.44 - $48.99 $68,503 - $70,741
-1,444 Reduced 16.17%
7,484 $364,000
Q2 2025

Aug 11, 2025
BUY
$47.18 - $49.3 $100,776 - $105,304
2,136 Added 31.45%
8,928 $428,000
Q1 2025

May 15, 2025
BUY
$48.53 - $49.76 $242 - $248
5 Added 0.07%
6,792 $329,000
Q4 2024

Feb 12, 2025
SELL
$49.2 - $50.51 $2,164 - $2,222
-44 Reduced 0.64%
6,787 $335,000
Q3 2024

Nov 14, 2024
BUY
$49.34 - $50.4 $15,048 - $15,372
305 Added 4.67%
6,831 $342,000
Q2 2024

Aug 09, 2024
BUY
$48.79 - $49.83 $12,197 - $12,457
250 Added 3.98%
6,526 $323,000
Q1 2024

May 14, 2024
SELL
$49.35 - $50.06 $31,880 - $32,338
-646 Reduced 9.33%
6,276 $311,000
Q4 2023

Feb 14, 2024
SELL
$46.46 - $50.0 $335,766 - $361,350
-7,227 Reduced 51.08%
6,922 $345,000
Q3 2023

Nov 14, 2023
BUY
$47.17 - $49.28 $16,651 - $17,395
353 Added 2.56%
14,149 $668,000
Q2 2023

Aug 14, 2023
BUY
$48.23 - $49.81 $172,808 - $178,469
3,583 Added 35.08%
13,796 $675,000
Q1 2023

May 11, 2023
BUY
$48.34 - $49.9 $70,721 - $73,003
1,463 Added 16.72%
10,213 $502,000
Q4 2022

Feb 09, 2023
BUY
$46.25 - $48.99 $129,500 - $137,172
2,800 Added 47.06%
8,750 $423,000
Q3 2022

Nov 09, 2022
BUY
$46.82 - $49.83 $278,579 - $296,488
5,950 New
5,950 $279,000

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
Track This Portfolio

Track Perennial Investment Advisors, LLC Portfolio

Follow Perennial Investment 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 Perennial Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Perennial Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email