TriaGen Wealth Management LLC
Position in FCAL — First Trust California Municipal High Income ETF
CIK 1843848
Calabasas, CA
All Filings in FCAL
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $257,112 | 5,259 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $272,322 | 5,523 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $279,744 | 5,736 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $317,657 | 6,622 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $479,720 | 9,883 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $539,465 | 10,927 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $601,357 | 11,984 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $600,380 | 12,124 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $610,297 | 12,292 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $617,386 | 12,370 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $563,714 | 11,933 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $571,909 | 11,674 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $576,827 | 11,717 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $569,114 | 11,761 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $452,515 | 9,665 | Shares | Sole | 2022-10-21 | |
| No filing history on record for this holder in this stock. | ||||||