Cypress Wealth Services, LLC First Tr Iii Calif Mun High In Transaction History

Cypress Wealth Services, LLC

  • $517 Million
  • Q2 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 4,319 shares of FCAL stock, worth $206,491. This represents 0.04% of its overall portfolio holdings.

Number of Shares
4,319
Previous 4,283 0.84%
Holding current value
$206,491
Previous $207,000 -0.0%
% of portfolio
0.04%
Previous 0.04%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 28, 2025
BUY
$47.18 - $49.3 $1,698 - $1,774
36 Added 0.84%
4,319 $207,000
Q1 2025

Apr 10, 2025
BUY
$48.53 - $49.76 $1,601 - $1,642
33 Added 0.78%
4,283 $207,000
Q4 2023

Jan 10, 2024
BUY
$46.46 - $50.0 $197,455 - $212,500
4,250 New
4,250 $212,000

Others Institutions Holding FCAL

# of Institutions
84
Shares Held
4.58M
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 Cypress Wealth Services, LLC Portfolio

Follow Cypress Wealth Services, LLC 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 Cypress Wealth Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cypress Wealth Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email