Blue Zone Wealth Advisors, LLC First Tr Iii Calif Mun High In Transaction History
Blue Zone Wealth Advisors, LLC
- $363 Million
- Q2 2025
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 23,786 shares of FCAL stock, worth $1.14 Million. This represents 0.31% of its overall portfolio holdings.
Number of Shares
23,786
Previous 14,787
60.86%
Holding current value
$1.14 Million
Previous $717,000
59.14%
% of portfolio
0.31%
Previous 0.22%
Shares
2 transactions
Others Institutions Holding FCAL
# of Institutions
79Shares Held
4.41MCall Options Held
0Put Options Held
0-
Miracle Mile Advisors, LLC1.97MShares$94.3 Million1.66% of portfolio
-
Lpl Financial LLC Fort Mill, SC788KShares$37.7 Million0.01% of portfolio
-
Morgan Stanley New York, NY198KShares$9.47 Million0.0% of portfolio
-
Royal Bank Of Canada Toronto, A6130KShares$6.23 Million0.0% of portfolio
-
Citizens Business Bank Ontario, CA126KShares$6.01 Million1.23% of portfolio