Golden State Wealth Management, LLC Sells in Q4 2024

Golden State Wealth Management, LLC

  • $667 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CWB
Spdr Bloomberg Convertible Sec

ETFs
-46.5K
Closed
$76.21 - $82.24 $3.55M - $3.83M
0 $0
SPGM
Spdr Index Shs Fds S Spdr Port

ETFs
-36.3K
Closed
$63.23 - $66.65 $2.3M - $2.42M
0 $0
IYT
Ishares Tr U.S. Transportation

ETFs
-5.97K
Closed
$66.79 - $75.4 $399K - $450K
0 $0
ROL
Rollins Inc

Consumer Cyclical
-38.6K
Closed
$46.35 - $51.59 $1.79M - $1.99M
0 $0
POOL
Pool Corp

Industrials
-3.03K
Closed
$339.32 - $390.03 $1.03M - $1.18M
0 $0
ELY
Callaway Golf CO

Consumer Cyclical
-51K
Closed
N/A
0 $0
AOS
Smith A O Corp

Industrials
-16.8K
Closed
$68.02 - $88.94 $1.14M - $1.49M
0 $0
XPO
Xpo Logistics, Inc.

Industrials
-13.9K
Closed
$105.35 - $158.2 $1.47M - $2.2M
0 $0
FAST
Fastenal CO

Industrials
-29.8K
- 99.96%
$69.99 - $84.35 $2.09M - $2.52M
13 $935K
CHE
Chemed Corp

Healthcare
-1.31K
Closed
$517.44 - $613.19 $678K - $804K
0 $0
TREX
Trex CO Inc

Industrials
-8.97K
Closed
$62.94 - $79.88 $564K - $716K
0 $0
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
-10.5K
Closed
$45.38 - $46.88 $479K - $494K
0 $0
EEMA
Ishares Msci Emerging Markets

ETFs
-6.48K
Closed
$71.65 - $82.07 $464K - $531K
0 $0
IVZ
Invesco Ltd.

Financial Services
-20.5K
Closed
$16.78 - $18.63 $344K - $382K
0 $0
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-963
Closed
$563.99 - $620.12 $543K - $597K
0 $0
ESGS
Columbia ETF Tr Isustainable U

ETFs
-11K
Closed
N/A
0 $0
LDSF
First Tr ETF Viii Low Duration

ETFs
-21K
Closed
$18.74 - $19.18 $394K - $404K
0 $0
MMD
Main Stay Mac Kay Defined Term Municipal Opportunities Fund

Financial Services
-21.1K
Closed
$14.59 - $16.93 $308K - $357K
0 $0
SLY
Spdr S&P 600 Small Cap ETF

ETFs
-3.97K
Closed
N/A
0 $0
MANH
Manhattan Associates Inc

Technology
-10.5K
- 99.96%
$263.36 - $309.78 $2.75M - $3.24M
4 $1.08M
EWC
Ishares Msci Canada ETF

ETFs
-8.84K
Closed
$39.64 - $43.28 $351K - $383K
0 $0
MP
Mp Materials Corp.

Basic Materials
-5.73K
Closed
$15.6 - $23.11 $89.5K - $133K
0 $0
CODI
Compass Diversified Holdings

Industrials
-11.7K
Closed
$20.56 - $24.27 $240K - $283K
0 $0
LRCX
Lam Research Corp

Technology
-513
Closed
$70.05 - $814.09 $35.9K - $418K
0 $0
LIN
Linde PLC

Basic Materials
-775
Closed
$417.66 - $486.45 $324K - $377K
0 $0
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
-3.88K
Closed
$104.5 - $125.64 $406K - $488K
0 $0
FIF
First Trust Energy Infrastructure Fund

Financial Services
-13.8K
Closed
N/A
0 $0
IIPR
Innovative Industrial Properties Inc

Real Estate
-983
Closed
$66.64 - $135.61 $65.5K - $133K
0 $0
IQLT
Ishares Msci Intl Quality Fact

ETFs
-8.72K
- 99.97%
$37.12 - $41.23 $324K - $359K
3 $122K
PDO
Pimco Dynamic Income Opportunities Fund

Basic Materials
-10.4K
Closed
$13.12 - $14.37 $137K - $150K
0 $0
PFN
Pimco Income Strategy Fund Ii

Financial Services
-20.3K
Closed
$7.33 - $7.72 $149K - $157K
0 $0
LEA
Lear Corp

Consumer Cyclical
-4.98K
- 99.86%
$92.95 - $108.96 $463K - $542K
7 $663K
ALGS
Aligos Therapeutics, Inc.

Healthcare
-16.9K
Closed
$7.21 - $41.75 $122K - $704K
0 $0
SRNE
Sorrento Therapeutics, Inc.

Healthcare
-10K
Closed
N/A
0 $0
EXPD
Expeditors International Of Washington Inc

Industrials
-7.95K
- 99.9%
$110.5 - $128.26 $878K - $1.02M
8 $886K
IAG
Iamgold Corp

Basic Materials
-78.9K
- 99.87%
$4.54 - $6.15 $358K - $485K
100 $516K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-3.23K
- 99.69%
$70.1 - $76.53 $226K - $247K
10 $707K
CCI
Crown Castle International Corp

Real Estate
-1.97K
- 99.34%
$89.78 - $119.11 $177K - $235K
13 $1.18M
IJK
Ishares S&P Midcap 400 Growth

ETFs
-4.66K
- 99.7%
$90.66 - $99.46 $423K - $464K
14 $1.27M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
-26.9K
- 99.75%
$39.3 - $41.34 $1.06M - $1.11M
68 $2.68M
MNST
Monster Beverage Corp

Consumer Defensive
-6.37K
- 99.1%
$49.24 - $56.38 $314K - $359K
58 $3.05M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
-41.5K
- 99.87%
$119.61 - $136.3 $4.97M - $5.66M
55 $6.79M
CME
Cme Group Inc.

Financial Services
-2.08K
- 99.23%
$221.17 - $246.02 $459K - $510K
16 $3.72M
SMG
Scotts Miracle Gro CO

Basic Materials
-3.42K
- 98.13%
$65.14 - $93.47 $223K - $319K
65 $4.34M
MSGS
Madison Square Garden Sports Corp.

Communication Services
-1.52K
- 98.38%
$208.82 - $235.85 $317K - $358K
25 $5.64M
TDY
Teledyne Technologies Inc

Technology
-2.06K
- 99.18%
$436.59 - $489.24 $901K - $1.01M
17 $7.89M
WY
Weyerhaeuser CO

Real Estate
-13.3K
- 98.07%
$27.21 - $33.7 $363K - $450K
262 $7.38M
MILN
Global X Funds Global X Millen

ETFs
-48.8K
- 99.59%
$41.22 - $48.0 $2.01M - $2.34M
201 $9.06M
TSCO
Tractor Supply CO

Consumer Cyclical
-2.37K
- 94.05%
$52.59 - $303.74 $125K - $720K
150 $7.97M
Activity Summary
Buys All Purchases 1303 New Holdings 1205 Increased Positions 98 Sells All Sells 239 Reductions 208 Sold out 31 Options Calls 0 Puts 0
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