Monterey Private Wealth, Inc. First Tr Iii Calif Mun High In Transaction History
Monterey Private Wealth, Inc.
- $267 Million
- Q2 2024
Shares
2 transactions
Others Institutions Holding FCAL
# of Institutions
54Shares Held
3.26MCall Options Held
0Put Options Held
0-
Miracle Mile Advisors, LLC1.33MShares$65.9 Million1.69% of portfolio
-
Lpl Financial LLC Fort Mill, SC582KShares$28.8 Million0.02% of portfolio
-
Morgan Stanley New York, NY192KShares$9.52 Million0.0% of portfolio
-
Goldman Sachs Group Inc New York, NY113KShares$5.6 Million0.0% of portfolio
-
Citizens Business Bank Ontario, CA89.9KShares$4.45 Million0.96% of portfolio