Kingswood Wealth Advisors, LLC First Tr Iii Calif Mun High In Transaction History
Kingswood Wealth Advisors, LLC
- $1.27 Trillion
- Q2 2025
A detailed history of Kingswood Wealth Advisors, LLC transactions in First Tr Iii Calif Mun High In stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 7,222 shares of FCAL stock, worth $345,283. This represents 0.03% of its overall portfolio holdings.
Number of Shares
7,222
Previous 7,222
-0.0%
Holding current value
$345,283
Previous $351 Million
1.17%
% of portfolio
0.03%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding FCAL
# of Institutions
79Shares Held
4.41MCall Options Held
0Put Options Held
0-
Miracle Mile Advisors, LLC1.97MShares$94.3 Million1.66% of portfolio
-
Lpl Financial LLC Fort Mill, SC788KShares$37.7 Million0.01% of portfolio
-
Morgan Stanley New York, NY198KShares$9.47 Million0.0% of portfolio
-
Royal Bank Of Canada Toronto, A6130KShares$6.23 Million0.0% of portfolio
-
Citizens Business Bank Ontario, CA126KShares$6.01 Million1.23% of portfolio