Ep Wealth Advisors, LLC First Tr Iii Calif Mun High In Transaction History

Ep Wealth Advisors, LLC

  • $14.6 Billion
  • Q2 2025

A detailed history of Ep Wealth Advisors, LLC transactions in First Tr Iii Calif Mun High In stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 6,165 shares of FCAL stock, worth $303,626. This represents 0.0% of its overall portfolio holdings.

Number of Shares
6,165
Previous 6,165 -0.0%
Holding current value
$303,626
Previous $299,000 1.34%
% of portfolio
0.0%
Previous 0.0%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 28, 2024
BUY
$46.46 - $50.0 $286,425 - $308,250
6,165 New
6,165 $307,000

Others Institutions Holding FCAL

# of Institutions
85
Shares Held
2.76M
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 Ep Wealth Advisors, LLC Portfolio

Follow Ep Wealth Advisors, 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 Ep Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ep Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email