New Insight Wealth Advisors First Tr Iii Calif Mun High In Transaction History

New Insight Wealth Advisors

  • $190 Billion
  • Q3 2024

A detailed history of New Insight Wealth Advisors transactions in First Tr Iii Calif Mun High In stock. As of the latest transaction made, New Insight Wealth Advisors holds 25,375 shares of FCAL stock, worth $1.25 Million. This represents 0.67% of its overall portfolio holdings.

Number of Shares
25,375
Previous 23,233 9.22%
Holding current value
$1.25 Million
Previous $1.15 Billion 10.68%
% of portfolio
0.67%
Previous 0.68%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024
BUY
$49.34 - $50.4 $105,686 - $107,956
2,142 Added 9.22%
25,375 $1.27 Billion
Q2 2024

Aug 15, 2024
BUY
$48.79 - $49.83 $176,131 - $179,886
3,610 Added 18.4%
23,233 $1.15 Billion
Q1 2024

May 08, 2024
BUY
$49.35 - $50.06 $371,506 - $376,851
7,528 Added 62.24%
19,623 $974 Million
Q4 2023

May 08, 2024
BUY
$46.46 - $50.0 $561,933 - $604,750
12,095 New
12,095 $604 Million

Others Institutions Holding FCAL

# of Institutions
63
Shares Held
4.07M
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 New Insight Wealth Advisors Portfolio

Follow New Insight Wealth Advisors 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 New Insight Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on New Insight Wealth Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email