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

New Insight Wealth Advisors

$220 Billion
Q1 2025

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 30,202 shares of FCAL stock, worth $1.45 Million. This represents 0.67% of its overall portfolio holdings.

Number of Shares

30,202

Previous 27,102 11.44%

Holding current value

$1.45 Million

Previous $1.34 Billion 9.56%

% of portfolio

0.67%

Previous 0.67%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 30, 2025	BUY	$48.53 - $49.76 $150,443 - $154,256	3,100 Added 11.44%	30,202 $1.47 Billion
Q4 2024 Feb 07, 2025	BUY	$49.2 - $50.51 $84,968 - $87,230	1,727 Added 6.81%	27,102 $1.34 Billion
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

Shares Held

4.37M

Call Options Held

Put Options Held

View Full List

About FIRST TR III CALIF MUN HIGH IN

Ticker FCAL
Sector ETFs
Industry ETFs

More about FCAL

Track This Portfolio

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.

Account

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