Golden State Wealth Management, LLC FIDELITY WISE Transaction History

Golden State Wealth Management, LLC

  • $822 Billion
  • Q2 2025
Number of Shares
779
Previous 779 -0.0%
Holding current value
$73.2 Million
Previous $56.1 Million 30.59%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 24, 2025
SELL
N/A
-779 Reduced 50.0%
779 $56.1 Million
Q1 2025

Apr 23, 2025
BUY
N/A
779 Added 100.0%
1,558 $0
Q4 2024

Jan 28, 2025
BUY
N/A
779 New
779 $63.6 Million
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