Number of Shares
101,096
Previous 162,591 37.82%
Holding current value
$1.43 Billion
Previous $0 Infinity%
% of portfolio
0.21%
Previous 0.0%

Shares

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

Apr 24, 2025

SELL
N/A
-61,495 Reduced 37.82%
101,096 $1.43 Billion
Q1 2025

Apr 23, 2025

BUY
N/A
36,747 Added 29.2%
162,591 $0
Q4 2024

Jan 28, 2025

BUY
N/A
125,844 New
125,844 $1.66 Billion
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.