Golden State Wealth Management, LLC FIDELITY ENHANCED Transaction History

Golden State Wealth Management, LLC

  • $822 Billion
  • Q2 2025
Number of Shares
4,479
Previous 2,929 52.92%
Holding current value
$166 Million
Previous $92.3 Million 79.78%
% of portfolio
0.02%
Previous 0.01%

Shares

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

Aug 06, 2025
BUY
N/A
1,550 Added 52.92%
4,479 $166 Million
Q1 2025

Apr 24, 2025
SELL
N/A
-2,929 Reduced 50.0%
2,929 $92.3 Million
Q1 2025

Apr 23, 2025
BUY
N/A
5,858 New
5,858 $0
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