A detailed history of Wealth Enhancement Advisory Services, LLC transactions in First Tr Iii Calif Mun High In stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 6,606 shares of FCAL stock, worth $325,940. This represents 0.0% of its overall portfolio holdings.

Number of Shares
6,606
Previous 4,823 36.97%
Holding current value
$325,940
Previous $238,000 39.08%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 23, 2024

BUY
$49.34 - $50.4 $87,973 - $89,863
1,783 Added 36.97%
6,606 $331,000
Q2 2024

Jul 16, 2024

BUY
$48.79 - $49.83 $1,805 - $1,843
37 Added 0.77%
4,823 $238,000
Q1 2024

Apr 15, 2024

BUY
$49.35 - $50.06 $29,017 - $29,435
588 Added 14.01%
4,786 $237,000
Q4 2023

Jan 30, 2024

BUY
$46.46 - $50.0 $195,039 - $209,900
4,198 New
4,198 $209,000

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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