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

Golden State Wealth Management, LLC

  • $673 Billion
  • Q1 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 3,978 shares of CDL stock, worth $258,649. This represents 0.04% of its overall portfolio holdings.

Number of Shares
3,978
Previous 7,956 50.0%
Holding current value
$258,649
Previous $544,000 49987.32%
% of portfolio
0.04%
Previous 0.04%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
64
Shares Held
2.57M
Call Options Held
0
Put Options Held
0
View Full List

About VICTORY PORTF II SHS US LRG CA

CDL Quotes by TradingView
  • Ticker CDL
  • Sector ETFs
  • Industry ETFs
More about CDL
Track This Portfolio

Track Golden State Wealth Management, LLC Portfolio

Follow Golden State Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Golden State Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Golden State Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email