A detailed history of Tria Gen Wealth Management LLC transactions in First Tr Iii Calif Mun High In stock. As of the latest transaction made, Tria Gen Wealth Management LLC holds 11,984 shares of FCAL stock, worth $593,447. This represents 0.22% of its overall portfolio holdings.

Number of Shares
11,984
Previous 12,124 1.15%
Holding current value
$593,447
Previous $600,000 0.17%
% of portfolio
0.22%
Previous 0.25%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 18, 2024

SELL
$49.34 - $50.4 $6,907 - $7,056
-140 Reduced 1.15%
11,984 $601,000
Q2 2024

Jul 18, 2024

SELL
$48.79 - $49.83 $8,196 - $8,371
-168 Reduced 1.37%
12,124 $600,000
Q1 2024

Apr 23, 2024

SELL
$49.35 - $50.06 $3,849 - $3,904
-78 Reduced 0.63%
12,292 $610,000
Q4 2023

Jan 22, 2024

BUY
$46.46 - $50.0 $20,303 - $21,850
437 Added 3.66%
12,370 $617,000
Q3 2023

Oct 23, 2023

BUY
$47.17 - $49.28 $12,217 - $12,763
259 Added 2.22%
11,933 $563,000
Q2 2023

Aug 08, 2023

SELL
$48.23 - $49.81 $2,073 - $2,141
-43 Reduced 0.37%
11,674 $571,000
Q1 2023

Apr 24, 2023

SELL
$48.34 - $49.9 $2,126 - $2,195
-44 Reduced 0.37%
11,717 $576,000
Q4 2022

Feb 09, 2023

BUY
$46.25 - $48.99 $96,940 - $102,683
2,096 Added 21.69%
11,761 $569,000
Q3 2022

Oct 21, 2022

BUY
$46.82 - $49.83 $452,515 - $481,606
9,665 New
9,665 $453,000

Others Institutions Holding FCAL

About FIRST TR III CALIF MUN HIGH IN


  • Ticker FCAL
  • Sector ETFs
  • Industry ETFs
More about FCAL
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