Spectrum Wealth Advisory Group, LLC First Tr Iii Calif Mun High In Transaction History
Spectrum Wealth Advisory Group, LLC
- $212 Million
- Q4 2024
Shares
8 transactions
Others Institutions Holding FCAL
# of Institutions
71Shares Held
4.36MCall Options Held
0Put Options Held
0-
Miracle Mile Advisors, LLC1.91MShares$93.8 Million2.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC760KShares$37.4 Million0.02% of portfolio
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Morgan Stanley New York, NY270KShares$13.3 Million0.0% of portfolio
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Citizens Business Bank Ontario, CA129KShares$6.33 Million1.22% of portfolio
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Royal Bank Of Canada Toronto, A6127KShares$6.25 Million0.0% of portfolio