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
Others Institutions Holding FCAL
# of Institutions
79Shares Held
4.48MCall Options Held
0Put Options Held
0-
Miracle Mile Advisors, LLC1.97MShares$94.3 Million1.66% of portfolio
-
Lpl Financial LLC Fort Mill, SC788KShares$37.7 Million0.01% of portfolio
-
Morgan Stanley New York, NY198KShares$9.47 Million0.0% of portfolio
-
Royal Bank Of Canada Toronto, A6130KShares$6.23 Million0.0% of portfolio
-
Citizens Business Bank Ontario, CA126KShares$6.01 Million1.23% of portfolio