Twin Peaks Wealth Advisors, LLC First Tr Iii Calif Mun High In Transaction History

Twin Peaks Wealth Advisors, LLC

$220 Billion
Q1 2025

A detailed history of Twin Peaks Wealth Advisors, LLC transactions in First Tr Iii Calif Mun High In stock. As of the latest transaction made, Twin Peaks Wealth Advisors, LLC holds 15,002 shares of FCAL stock, worth $719,345. This represents 0.33% of its overall portfolio holdings.

Number of Shares

15,002

Previous 20,040 25.14%

Holding current value

$719,345

Previous $989 Million 27.52%

% of portfolio

0.33%

Previous 0.42%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 16, 2025	SELL	$48.53 - $49.76 $244,494 - $250,690	-5,038 Reduced 25.14%	15,002 $717 Million
Q4 2024 Feb 04, 2025	BUY	$49.2 - $50.51 $314,929 - $323,314	6,401 Added 46.93%	20,040 $989 Million
Q3 2024 Oct 25, 2024	BUY	$49.34 - $50.4 $33,551 - $34,272	680 Added 5.25%	13,639 $684 Million
Q2 2024 Jul 31, 2024	BUY	$48.79 - $49.83 $238,485 - $243,569	4,888 Added 60.56%	12,959 $642 Million
Q1 2024 Apr 23, 2024	SELL	$49.35 - $50.06 $264,713 - $268,521	-5,364 Reduced 39.93%	8,071 $401 Million
Q4 2023 Jan 17, 2024	BUY	$46.46 - $50.0 $624,190 - $671,750	13,435 New	13,435 $671 Million

Others Institutions Holding FCAL

# of Institutions

Shares Held

4.37M

Call Options Held

Put Options Held

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About FIRST TR III CALIF MUN HIGH IN

Ticker FCAL
Sector ETFs
Industry ETFs

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Twin Peaks Wealth Advisors, LLC First Tr Iii Calif Mun High In Transaction History