Avantax Advisory Services, Inc. First Tr Iii Calif Mun High In Transaction History

Avantax Advisory Services, Inc.

  • $13.8 Billion
  • Q2 2024

A detailed history of Avantax Advisory Services, Inc. transactions in First Tr Iii Calif Mun High In stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 9,803 shares of FCAL stock, worth $492,894. This represents 0.0% of its overall portfolio holdings.

Number of Shares
9,803
Previous 4,930 98.84%
Holding current value
$492,894
Previous $244,000 98.77%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024
BUY
$48.79 - $49.83 $237,753 - $242,821
4,873 Added 98.84%
9,803 $485,000
Q1 2024

May 08, 2024
BUY
$49.35 - $50.06 $243,295 - $246,795
4,930 New
4,930 $244,000
Q3 2023

Nov 07, 2023
BUY
$47.17 - $49.28 $2,594 - $2,710
55 Added 0.51%
10,914 $515,000
Q2 2023

Aug 11, 2023
BUY
$48.23 - $49.81 $2,604 - $2,689
54 Added 0.5%
10,859 $531,000
Q1 2023

Apr 28, 2023
BUY
$48.34 - $49.9 $522,313 - $539,169
10,805 New
10,805 $531,000

Others Institutions Holding FCAL

# of Institutions
57
Shares Held
3.68M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR III CALIF MUN HIGH IN

FCAL Quotes by TradingView
  • Ticker FCAL
  • Sector ETFs
  • Industry ETFs
More about FCAL
Track This Portfolio

Track Avantax Advisory Services, Inc. Portfolio

Follow Avantax Advisory Services, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Avantax Advisory Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Avantax Advisory Services, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email