Steward Partners Investment Advisory, LLC First Tr Iii Calif Mun High In Transaction History

Steward Partners Investment Advisory, LLC

  • $16.6 Billion
  • Q3 2025

A detailed history of Steward Partners Investment Advisory, LLC transactions in First Tr Iii Calif Mun High In stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 5,100 shares of FCAL stock, worth $251,736. This represents 0.0% of its overall portfolio holdings.

Number of Shares
5,100
Previous 5,100 -0.0%
Holding current value
$251,736
Previous $244,000 1.64%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 12, 2025
SELL
$47.18 - $49.3 $12,644 - $13,212
-268 Reduced 4.99%
5,100 $244,000
Q4 2024

Feb 06, 2025
BUY
$49.2 - $50.51 $13,185 - $13,536
268 Added 5.25%
5,368 $265,000
Q3 2024

Nov 14, 2024
BUY
$49.34 - $50.4 $251,634 - $257,040
5,100 New
5,100 $255,000

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 Steward Partners Investment Advisory, LLC Portfolio

Follow Steward Partners Investment Advisory, 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 Steward Partners Investment Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Steward Partners Investment Advisory, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email