Number of Shares
7,682
Previous 7,111 8.03%
Holding current value
$481 Million
Previous $424 Million 13.29%
% of portfolio
0.06%
Previous 0.06%

Shares

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

Aug 06, 2025

BUY
N/A
571 Added 8.03%
7,682 $481 Million
Q1 2025

Apr 24, 2025

SELL
N/A
-7,111 Reduced 50.0%
7,111 $424 Million
Q1 2025

Apr 23, 2025

BUY
N/A
12,412 Added 685.75%
14,222 $0
Q4 2024

Jan 28, 2025

BUY
N/A
1,810 New
1,810 $112 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.