Envestnet Asset Management Inc First Tr Iii Calif Mun High In Transaction History

Envestnet Asset Management Inc

  • $326 Billion
  • Q2 2025

A detailed history of Envestnet Asset Management Inc transactions in First Tr Iii Calif Mun High In stock. As of the latest transaction made, Envestnet Asset Management Inc holds 5,386 shares of FCAL stock, worth $265,260. This represents 0.0% of its overall portfolio holdings.

Number of Shares
5,386
Previous 5,206 3.46%
Holding current value
$265,260
Previous $252,000 2.38%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jul 31, 2025
BUY
$47.18 - $49.3 $8,492 - $8,874
180 Added 3.46%
5,386 $258,000
Q1 2025

Apr 29, 2025
SELL
$48.53 - $49.76 $34,359 - $35,230
-708 Reduced 11.97%
5,206 $252,000
Q4 2024

Feb 12, 2025
SELL
$49.2 - $50.51 $612,195 - $628,495
-12,443 Reduced 67.78%
5,914 $291,000
Q3 2024

Nov 06, 2024
SELL
$49.34 - $50.4 $129,270 - $132,048
-2,620 Reduced 12.49%
18,357 $921,000
Q2 2024

Aug 08, 2024
BUY
$48.79 - $49.83 $42,056 - $42,953
862 Added 4.29%
20,977 $1.04 Million
Q1 2024

May 13, 2024
BUY
$49.35 - $50.06 $8,340 - $8,460
169 Added 0.85%
20,115 $998,000
Q4 2023

Feb 13, 2024
BUY
$46.46 - $50.0 $110,249 - $118,650
2,373 Added 13.5%
19,946 $995,000
Q3 2023

Nov 13, 2023
SELL
$47.17 - $49.28 $170,189 - $177,802
-3,608 Reduced 17.03%
17,573 $830,000
Q2 2023

Aug 04, 2023
BUY
$48.23 - $49.81 $1.02 Million - $1.06 Million
21,181 New
21,181 $1.04 Million

Others Institutions Holding FCAL

# of Institutions
83
Shares Held
4.56M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR III CALIF MUN HIGH IN

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