Cypress Wealth Services, LLC First Tr Iii Calif Mun High In Transaction History
Cypress Wealth Services, LLC
- $555 Million
- Q3 2025
A detailed history of Cypress Wealth Services, LLC transactions in First Tr Iii Calif Mun High In stock. As of the latest transaction made, Cypress Wealth Services, LLC holds 4,355 shares of FCAL stock, worth $214,483. This represents 0.04% of its overall portfolio holdings.
Number of Shares
4,355
Previous 4,319
0.83%
Holding current value
$214,483
Previous $207,000
2.42%
% of portfolio
0.04%
Previous 0.04%
Shares
4 transactions
Others Institutions Holding FCAL
# of Institutions
85Shares Held
2.76MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC788KShares$38.8 Million0.01% of portfolio
-
Morgan Stanley New York, NY211KShares$10.4 Million0.0% of portfolio
-
Miracle Mile Advisors, LLC153KShares$7.55 Million0.12% of portfolio
-
Citizens Business Bank Ontario, CA126KShares$6.19 Million1.23% of portfolio
-
Westside Investment Management, Inc.110KShares$5.42 Million0.98% of portfolio