Tria Gen Wealth Management LLC First Tr Iii Calif Mun High In Transaction History

Tria Gen Wealth Management LLC

  • $307 Million
  • Q2 2025

A detailed history of Tria Gen Wealth Management LLC transactions in First Tr Iii Calif Mun High In stock. As of the latest transaction made, Tria Gen Wealth Management LLC holds 6,622 shares of FCAL stock, worth $316,597. This represents 0.1% of its overall portfolio holdings.

Number of Shares
6,622
Previous 9,883 33.0%
Holding current value
$316,597
Previous $479,000 33.82%
% of portfolio
0.1%
Previous 0.18%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 23, 2025
SELL
$47.18 - $49.3 $153,853 - $160,767
-3,261 Reduced 33.0%
6,622 $317,000
Q1 2025

May 13, 2025
SELL
$48.53 - $49.76 $50,665 - $51,949
-1,044 Reduced 9.55%
9,883 $479,000
Q4 2024

Jan 23, 2025
SELL
$49.2 - $50.51 $52,004 - $53,389
-1,057 Reduced 8.82%
10,927 $539,000
Q3 2024

Oct 18, 2024
SELL
$49.34 - $50.4 $6,907 - $7,056
-140 Reduced 1.15%
11,984 $601,000
Q2 2024

Jul 18, 2024
SELL
$48.79 - $49.83 $8,196 - $8,371
-168 Reduced 1.37%
12,124 $600,000
Q1 2024

Apr 23, 2024
SELL
$49.35 - $50.06 $3,849 - $3,904
-78 Reduced 0.63%
12,292 $610,000
Q4 2023

Jan 22, 2024
BUY
$46.46 - $50.0 $20,303 - $21,850
437 Added 3.66%
12,370 $617,000
Q3 2023

Oct 23, 2023
BUY
$47.17 - $49.28 $12,217 - $12,763
259 Added 2.22%
11,933 $563,000
Q2 2023

Aug 08, 2023
SELL
$48.23 - $49.81 $2,073 - $2,141
-43 Reduced 0.37%
11,674 $571,000
Q1 2023

Apr 24, 2023
SELL
$48.34 - $49.9 $2,126 - $2,195
-44 Reduced 0.37%
11,717 $576,000
Q4 2022

Feb 09, 2023
BUY
$46.25 - $48.99 $96,940 - $102,683
2,096 Added 21.69%
11,761 $569,000
Q3 2022

Oct 21, 2022
BUY
$46.82 - $49.83 $452,515 - $481,606
9,665 New
9,665 $453,000

Others Institutions Holding FCAL

# of Institutions
84
Shares Held
4.58M
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
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