Blue Zone Wealth Advisors, LLC First Tr Iii Calif Mun High In Transaction History
Blue Zone Wealth Advisors, LLC
- $300 Million
- Q3 2024
A detailed history of Blue Zone Wealth Advisors, LLC transactions in First Tr Iii Calif Mun High In stock. As of the latest transaction made, Blue Zone Wealth Advisors, LLC holds 14,787 shares of FCAL stock, worth $740,828. This represents 0.25% of its overall portfolio holdings.
Number of Shares
14,787Holding current value
$740,828% of portfolio
0.25%Shares
1 transactions
Others Institutions Holding FCAL
# of Institutions
62Shares Held
3.91MCall Options Held
0Put Options Held
0-
Miracle Mile Advisors, LLC1.8MShares$89.9 Million2.17% of portfolio
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Lpl Financial LLC Fort Mill, SC752KShares$37.7 Million0.02% of portfolio
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Morgan Stanley New York, NY226KShares$11.3 Million0.0% of portfolio
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Royal Bank Of Canada Toronto, A6113KShares$5.68 Million0.0% of portfolio
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Citizens Business Bank Ontario, CA97.8KShares$4.9 Million1.03% of portfolio