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

Wealth Enhancement Advisory Services, LLC

  • $49 Billion
  • Q1 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 6,661 shares of FCAL stock, worth $323,258. This represents 0.0% of its overall portfolio holdings.

Number of Shares
6,661
Previous 6,877 3.14%
Holding current value
$323,258
Previous $339,000 4.72%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
72
Shares Held
4.44M
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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