Sea Crest Wealth Management, LLC First Tr Iii Calif Mun High In Transaction History

Sea Crest Wealth Management, LLC

  • $882 Million
  • Q3 2025

A detailed history of Sea Crest Wealth Management, LLC transactions in First Tr Iii Calif Mun High In stock. As of the latest transaction made, Sea Crest Wealth Management, LLC holds 5,917 shares of FCAL stock, worth $292,063. This represents 0.03% of its overall portfolio holdings.

Number of Shares
5,917
Holding current value
$292,063
% of portfolio
0.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 13, 2025
BUY
$47.44 - $48.99 $280,702 - $289,873
5,917 New
5,917 $288,000
Q1 2025

Apr 11, 2025
BUY
$48.53 - $49.76 $220,617 - $226,208
4,546 New
4,546 $220,000
Q2 2022

Aug 09, 2022
BUY
$47.85 - $51.04 $40,098 - $42,771
838 New
838 $41,000

Others Institutions Holding FCAL

# of Institutions
81
Shares Held
2.68M
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 Sea Crest Wealth Management, LLC Portfolio

Follow Sea Crest Wealth Management, LLC 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 Sea Crest Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sea Crest Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email