New Insight Wealth Advisors First Tr Iii Calif Mun High In Transaction History
New Insight Wealth Advisors
- $190 Billion
- Q3 2024
A detailed history of New Insight Wealth Advisors transactions in First Tr Iii Calif Mun High In stock. As of the latest transaction made, New Insight Wealth Advisors holds 25,375 shares of FCAL stock, worth $1.25 Million. This represents 0.67% of its overall portfolio holdings.
Number of Shares
25,375
Previous 23,233
9.22%
Holding current value
$1.25 Million
Previous $1.15 Billion
10.68%
% of portfolio
0.67%
Previous 0.68%
Shares
4 transactions
Others Institutions Holding FCAL
# of Institutions
62Shares Held
3.91MCall Options Held
0Put Options Held
0-
Miracle Mile Advisors, LLC1.8MShares$88.6 Million2.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC752KShares$37.1 Million0.02% of portfolio
-
Morgan Stanley New York, NY226KShares$11.2 Million0.0% of portfolio
-
Royal Bank Of Canada Toronto, A6113KShares$5.59 Million0.0% of portfolio
-
Citizens Business Bank Ontario, CA97.8KShares$4.83 Million1.03% of portfolio