Number of Shares
1,039
Previous 1,023 1.56%
Holding current value
$488 Million
Previous $477 Million 2.26%
% of portfolio
0.06%
Previous 0.07%

Shares

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

Aug 06, 2025

BUY
N/A
16 Added 1.56%
1,039 $488 Million
Q1 2025

Apr 24, 2025

SELL
N/A
-1,995 Reduced 66.1%
1,023 $477 Million
Q1 2025

Apr 23, 2025

BUY
N/A
2,004 Added 197.63%
3,018 $0
Q4 2024

Jan 28, 2025

BUY
N/A
1,014 New
1,014 $425 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.