Wealth Enhancement Advisory Services, LLC First Tr Iii Calif Mun High In Transaction History

Wealth Enhancement Advisory Services, LLC

$55.6 Billion
Q2 2025

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in First Tr Iii Calif Mun High In stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 5,376 shares of FCAL stock, worth $264,768. This represents 0.0% of its overall portfolio holdings.

Number of Shares

5,376

Previous 6,661 19.29%

Holding current value

$264,768

Previous $323,000 20.43%

% of portfolio

0.0%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 10, 2025	SELL	$47.18 - $49.3 $60,626 - $63,350	-1,285 Reduced 19.29%	5,376 $257,000
Q1 2025 Apr 16, 2025	SELL	$48.53 - $49.76 $10,482 - $10,748	-216 Reduced 3.14%	6,661 $323,000
Q4 2024 Mar 17, 2025	BUY	$49.2 - $50.51 $13,333 - $13,688	271 Added 4.1%	6,877 $339,000
Q3 2024 Oct 23, 2024	BUY	$49.34 - $50.4 $87,973 - $89,863	1,783 Added 36.97%	6,606 $331,000
Q2 2024 Jul 16, 2024	BUY	$48.79 - $49.83 $1,805 - $1,843	37 Added 0.77%	4,823 $238,000
Q1 2024 Apr 15, 2024	BUY	$49.35 - $50.06 $29,017 - $29,435	588 Added 14.01%	4,786 $237,000
Q4 2023 Jan 30, 2024	BUY	$46.46 - $50.0 $195,039 - $209,900	4,198 New	4,198 $209,000

Others Institutions Holding FCAL

# of Institutions

Shares Held

2.77M

Call Options Held

Put Options Held

View Full List

About FIRST TR III CALIF MUN HIGH IN

Ticker FCAL
Sector ETFs
Industry ETFs

More about FCAL

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Enhancement Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Enhancement Advisory Services, LLC with notifications on news.

Account

Wealth Enhancement Advisory Services, LLC First Tr Iii Calif Mun High In Transaction History