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

Avantax Advisory Services, Inc.

$16 Billion
Q1 2025

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 6,465 shares of FCAL stock, worth $309,996. This represents 0.0% of its overall portfolio holdings.

Number of Shares

6,465

Previous 6,477 0.19%

Holding current value

$309,996

Previous $319,000 1.88%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 06, 2025	SELL	$48.53 - $49.76 $582 - $597	-12 Reduced 0.19%	6,465 $313,000
Q4 2024 Feb 07, 2025	BUY	$49.2 - $50.51 $11,316 - $11,617	230 Added 3.68%	6,477 $319,000
Q3 2024 Nov 13, 2024	SELL	$49.34 - $50.4 $175,453 - $179,222	-3,556 Reduced 36.27%	6,247 $313,000
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

Shares Held

4.37M

Call Options Held

Put Options Held

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About FIRST TR III CALIF MUN HIGH IN

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