Spectrum Wealth Advisory Group, LLC First Tr Iii Calif Mun High In Transaction History

Spectrum Wealth Advisory Group, LLC

$208 Million
Q1 2025

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Jan 19, 2021	SELL	$52.65 - $54.26 $432,045 - $445,257	-8,206 Closed	0 $0
Q3 2020 Oct 23, 2020	SELL	$52.13 - $53.46 $1.81 Million - $1.86 Million	-34,706 Reduced 80.88%	8,206 $433,000
Q2 2020 Jul 15, 2020	SELL	$49.22 - $52.2 $993,653 - $1.05 Million	-20,188 Reduced 31.99%	42,912 $2.24 Million
Q1 2020 Apr 21, 2020	SELL	$46.9 - $55.06 $116,405 - $136,658	-2,482 Reduced 3.78%	63,100 $3.22 Million
Q4 2019 Jan 23, 2020	BUY	$52.97 - $53.67 $307,649 - $311,715	5,808 Added 9.72%	65,582 $3.5 Million
Q3 2019 Nov 08, 2019	BUY	$53.03 - $53.46 $1.04 Million - $1.05 Million	19,695 Added 49.14%	59,774 $3.18 Million
Q2 2019 Aug 07, 2019	SELL	N/A	-13,376 Reduced 25.02%	40,079 $2.1 Million
Q1 2019 May 23, 2019	BUY	N/A	53,455 New	53,455 $2.75 Million

Others Institutions Holding FCAL

# of Institutions

78

Shares Held

4.38M

Call Options Held

0

Put Options Held

0

About FIRST TR III CALIF MUN HIGH IN

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