Golden State Wealth Management, LLC Victory Portf Ii Shs Us Lrg Ca Transaction History

Golden State Wealth Management, LLC

  • $822 Billion
  • Q2 2025

A detailed history of Golden State Wealth Management, LLC transactions in Victory Portf Ii Shs Us Lrg Ca stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 3,297 shares of CDL stock, worth $229,438. This represents 0.03% of its overall portfolio holdings.

Number of Shares
3,297
Previous 3,978 17.12%
Holding current value
$229,438
Previous $272 Million 19.41%
% of portfolio
0.03%
Previous 0.04%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 06, 2025
SELL
$60.77 - $68.5 $41,384 - $46,648
-681 Reduced 17.12%
3,297 $220 Million
Q1 2025

Apr 24, 2025
SELL
$64.2 - $69.24 $255,387 - $275,436
-3,978 Reduced 50.0%
3,978 $272 Million
Q1 2025

Apr 23, 2025
BUY
$64.2 - $69.24 $247,812 - $267,266
3,860 Added 94.24%
7,956 $544,000
Q4 2024

Jan 28, 2025
BUY
$64.34 - $70.57 $263,536 - $289,054
4,096 New
4,096 $268 Million

Others Institutions Holding CDL

# of Institutions
65
Shares Held
2.75M
Call Options Held
0
Put Options Held
0
View Full List

About VICTORY PORTF II SHS US LRG CA

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