Golden State Wealth Management, LLC First Tr Fd Dow Jones Transaction History

Golden State Wealth Management, LLC

  • $667 Billion
  • Q4 2024

A detailed history of Golden State Wealth Management, LLC transactions in First Tr Fd Dow Jones stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 1,470 shares of FDN stock, worth $335,424. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,470
Previous 3,347 56.08%
Holding current value
$335,424
Previous $629,000 56729.57%
% of portfolio
0.05%
Previous 0.12%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 28, 2025
SELL
$210.5 - $257.24 $395,108 - $482,839
-1,877 Reduced 56.08%
1,470 $357 Million
Q1 2022

May 19, 2022
SELL
$162.73 - $226.47 $90,315 - $125,690
-555 Reduced 14.22%
3,347 $629,000
Q1 2022

May 16, 2022
BUY
$162.73 - $226.47 $9,112 - $12,682
56 Added 1.46%
3,902 $850,000
Q4 2021

Feb 14, 2022
SELL
$219.19 - $250.48 $4,602 - $5,260
-21 Reduced 0.54%
3,846 $870,000
Q3 2021

Nov 15, 2021
BUY
$235.18 - $252.25 $28,221 - $30,270
120 Added 3.2%
3,867 $912,000
Q2 2021

Aug 12, 2021
SELL
$210.08 - $246.6 $32,562 - $38,223
-155 Reduced 3.97%
3,747 $917,000
Q1 2021

May 14, 2021
BUY
$206.49 - $243.18 $355,369 - $418,512
1,721 Added 78.91%
3,902 $850,000
Q4 2020

Jan 28, 2021
BUY
$186.35 - $219.82 $2,049 - $2,418
11 Added 0.51%
2,181 $463,000
Q3 2020

Nov 12, 2020
BUY
$174.48 - $206.48 $378,621 - $448,061
2,170 New
2,170 $409,000

Others Institutions Holding FDN

# of Institutions
625
Shares Held
17M
Call Options Held
77.6K
Put Options Held
83.1K
View Full List

About FIRST TR FD DOW JONES

FDN Quotes by TradingView
  • Ticker FDN
  • Sector ETFs
  • Industry ETFs
More about FDN
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