Twin Peaks Wealth Advisors, LLC First Tr Iii Calif Mun High In Transaction History

Twin Peaks Wealth Advisors, LLC

  • $237 Billion
  • Q4 2024

A detailed history of Twin Peaks Wealth Advisors, LLC transactions in First Tr Iii Calif Mun High In stock. As of the latest transaction made, Twin Peaks Wealth Advisors, LLC holds 20,040 shares of FCAL stock, worth $987,370. This represents 0.42% of its overall portfolio holdings.

Number of Shares
20,040
Previous 13,639 46.93%
Holding current value
$987,370
Previous $684 Million 44.56%
% of portfolio
0.42%
Previous 0.32%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 04, 2025
BUY
$49.2 - $50.51 $314,929 - $323,314
6,401 Added 46.93%
20,040 $989 Million
Q3 2024

Oct 25, 2024
BUY
$49.34 - $50.4 $33,551 - $34,272
680 Added 5.25%
13,639 $684 Million
Q2 2024

Jul 31, 2024
BUY
$48.79 - $49.83 $238,485 - $243,569
4,888 Added 60.56%
12,959 $642 Million
Q1 2024

Apr 23, 2024
SELL
$49.35 - $50.06 $264,713 - $268,521
-5,364 Reduced 39.93%
8,071 $401 Million
Q4 2023

Jan 17, 2024
BUY
$46.46 - $50.0 $624,190 - $671,750
13,435 New
13,435 $671 Million

Others Institutions Holding FCAL

# of Institutions
69
Shares Held
4.34M
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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