New Insight Wealth Advisors First Tr Iii Calif Mun High In Transaction History

New Insight Wealth Advisors

$243 Billion
Q2 2025

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 15,162 shares of FCAL stock, worth $719,891. This represents 0.3% of its overall portfolio holdings.

Number of Shares

15,162

Previous 30,202 49.8%

Holding current value

$719,891

Previous $1.47 Billion 50.39%

% of portfolio

0.3%

Previous 0.67%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 16, 2025	SELL	$47.18 - $49.3 $709,587 - $741,472	-15,040 Reduced 49.8%	15,162 $727 Million
Q1 2025 Apr 30, 2025	BUY	$48.53 - $49.76 $150,443 - $154,256	3,100 Added 11.44%	30,202 $1.47 Billion
Q4 2024 Feb 07, 2025	BUY	$49.2 - $50.51 $84,968 - $87,230	1,727 Added 6.81%	27,102 $1.34 Billion
Q3 2024 Nov 13, 2024	BUY	$49.34 - $50.4 $105,686 - $107,956	2,142 Added 9.22%	25,375 $1.27 Billion
Q2 2024 Aug 15, 2024	BUY	$48.79 - $49.83 $176,131 - $179,886	3,610 Added 18.4%	23,233 $1.15 Billion
Q1 2024 May 08, 2024	BUY	$49.35 - $50.06 $371,506 - $376,851	7,528 Added 62.24%	19,623 $974 Million
Q4 2023 May 08, 2024	BUY	$46.46 - $50.0 $561,933 - $604,750	12,095 New	12,095 $604 Million

Others Institutions Holding FCAL

# of Institutions

Shares Held

4.38M

Call Options Held

Put Options Held

View Full List

About FIRST TR III CALIF MUN HIGH IN

Ticker FCAL
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New Insight Wealth Advisors First Tr Iii Calif Mun High In Transaction History