New Edge Advisors, LLC First Tr Iii Calif Mun High In Transaction History
New Edge Advisors, LLC
- $20.5 Billion
- Q3 2025
A detailed history of New Edge Advisors, LLC transactions in First Tr Iii Calif Mun High In stock. As of the latest transaction made, New Edge Advisors, LLC holds 7,131 shares of FCAL stock, worth $351,986. This represents 0.0% of its overall portfolio holdings.
Number of Shares
7,131
Previous 9,738
26.77%
Holding current value
$351,986
Previous $467,000
25.7%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding FCAL
# of Institutions
81Shares Held
2.68MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC851KShares$42 Million0.01% of portfolio
-
Morgan Stanley New York, NY210KShares$10.3 Million0.0% of portfolio
-
Miracle Mile Advisors, LLC153KShares$7.56 Million0.12% of portfolio
-
Citizens Business Bank Ontario, CA125KShares$6.15 Million1.06% of portfolio
-
Westside Investment Management, Inc.110KShares$5.45 Million0.86% of portfolio