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

Ep Wealth Advisors, LLC

  • $11.3 Billion
  • Q3 2024

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 $306,647. This represents 0.0% of its overall portfolio holdings.

Number of Shares
6,165
Previous 6,165 -0.0%
Holding current value
$306,647
Previous $305,000 1.31%
% 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
62
Shares Held
3.91M
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
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