Monterey Private Wealth, Inc. First Tr Iii Calif Mun High In Transaction History
Monterey Private Wealth, Inc.
- $338 Million
- Q1 2025
Shares
2 transactions
Others Institutions Holding FCAL
# of Institutions
78Shares Held
4.37MCall Options Held
0Put Options Held
0-
Miracle Mile Advisors, LLC2MShares$95.6 Million2.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC717KShares$34.3 Million0.01% of portfolio
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Morgan Stanley New York, NY198KShares$9.47 Million0.0% of portfolio
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Royal Bank Of Canada Toronto, A6130KShares$6.23 Million0.0% of portfolio
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Citizens Business Bank Ontario, CA123KShares$5.88 Million1.33% of portfolio