New Insight Wealth Advisors First Tr Iii Calif Mun High In Transaction History
New Insight Wealth Advisors
- $200 Billion
- Q4 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 27,102 shares of FCAL stock, worth $1.34 Million. This represents 0.67% of its overall portfolio holdings.
Number of Shares
27,102
Previous 25,375
6.81%
Holding current value
$1.34 Million
Previous $1.27 Billion
5.08%
% of portfolio
0.67%
Previous 0.67%
Shares
5 transactions
Others Institutions Holding FCAL
# of Institutions
70Shares Held
4.31MCall Options Held
0Put Options Held
0-
Miracle Mile Advisors, LLC1.91MShares$94.1 Million2.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC760KShares$37.5 Million0.02% of portfolio
-
Morgan Stanley New York, NY270KShares$13.3 Million0.0% of portfolio
-
Citizens Business Bank Ontario, CA129KShares$6.35 Million1.22% of portfolio
-
Royal Bank Of Canada Toronto, A6127KShares$6.27 Million0.0% of portfolio