Golden State Wealth Management, LLC Closed Holding Positions

Golden State Wealth Management, LLC

  • $667 Billion
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
Aphria Inc
Q4 2020 Filed on Jan 28, 2021
4,430
N/A
AINV
Apollo Investment Corp

Financial Services
Q4 2020 Filed on Jan 28, 2021
5,920
$7.55 - $11.98 $44.7K - $70.9K
LQDT
Liquidity Services Inc

Consumer Cyclical
Q4 2020 Filed on Jan 28, 2021
5,950
$7.39 - $19.0 $44K - $113K
SIRI
Sirius Xm Holdings Inc.

Communication Services
Q4 2020 Filed on Jan 28, 2021
1,000
$5.56 - $6.61 $5.56K - $6.61K
DSM
Bny Mellon Strategic Municipal Bond Fund, Inc.

Financial Services
Q4 2020 Filed on Jan 28, 2021
4,133
$7.23 - $7.87 $29.9K - $32.5K
PGF
Invesco Exchange Traded Fd Tr

ETFs
Q4 2020 Filed on Jan 28, 2021
1,600
$18.51 - $19.31 $29.6K - $30.9K
DHS
Wisdomtree Tr U.S

ETFs
Q4 2020 Filed on Jan 28, 2021
1,095
$60.36 - $71.22 $66.1K - $78K
PUI
Invesco Exchange Traded Fd Tr

ETFs
Q4 2020 Filed on Jan 28, 2021
3,100
$29.61 - $33.12 $91.8K - $103K
RA
Brookfield Real Assets Income Fund Inc.

Financial Services
Q4 2020 Filed on Jan 28, 2021
1,166
$15.89 - $18.37 $18.5K - $21.4K
BSCM
Invesco Et Self Idxd Fd Tr Bul

ETFs
Q4 2020 Filed on Jan 28, 2021
6,581
$21.73 - $21.88 $143K - $144K
BSCN
Invesco Et Self Idxd Fd Tr Bul

ETFs
Q4 2020 Filed on Jan 28, 2021
6,600
$21.81 - $21.9 $144K - $145K
BSCO
Invesco Et Self Idxd Fd Tr Bul

ETFs
Q4 2020 Filed on Jan 28, 2021
6,600
$22.17 - $22.39 $146K - $148K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
Q4 2020 Filed on Jan 28, 2021
6,600
$22.34 - $22.63 $147K - $149K
WSR
Whitestone Reit

Real Estate
Q4 2020 Filed on Jan 28, 2021
1,722
$5.96 - $8.54 $10.3K - $14.7K
WTRH
Waitr Holdings Inc.

Technology
Q4 2020 Filed on Jan 28, 2021
1,000
$2.43 - $3.99 $2.43K - $3.99K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
Q4 2020 Filed on Jan 28, 2021
1,902
$50.66 - $50.76 $96.4K - $96.5K
CACG
Legg Mason ETF Invt Tr Clearbr

ETFs
Q4 2020 Filed on Jan 28, 2021
4,550
N/A
ROSC
Hartford Multifactor Small Cap
Q4 2020 Filed on Jan 28, 2021
1,000
N/A
NEAR
Blackrock Short Maturity Bond

ETFs
Q4 2020 Filed on Jan 28, 2021
1,899
$50.09 - $50.18 $95.1K - $95.3K
Invesco Bulletshares
Q4 2020 Filed on Jan 28, 2021
6,617
N/A
CSB
Victory Portf Ii Shs Us Small

ETFs
Q4 2020 Filed on Jan 28, 2021
1,118
$37.9 - $50.29 $42.4K - $56.2K
Ishares Intl
Q4 2020 Filed on Jan 28, 2021
12,972
N/A
SPCE
Virgin Galactic Holdings, Inc

Industrials
Q4 2020 Filed on Jan 28, 2021
1,050
$17.42 - $33.8 $18.3K - $35.5K
BB
Blackberry LTD

Technology
Q4 2020 Filed on Jan 28, 2021
8,150
$4.44 - $8.52 $36.2K - $69.4K
EWM
Ishs Msci Malaysia ETF

ETFs
Q3 2020 Filed on Nov 12, 2020
51,532
$25.07 - $27.78 $1.29M - $1.43M
WDIV
Spdr S&P Global Dividend ETF

ETFs
Q3 2020 Filed on Nov 12, 2020
4,284
$52.33 - $57.26 $224K - $245K
Call 7 Automatic Data
Q3 2020 Filed on Nov 12, 2020
2
N/A
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
Q3 2020 Filed on Nov 12, 2020
17,698
$50.71 - $55.18 $897K - $977K
Call 8 Corteva Inc
Q3 2020 Filed on Nov 12, 2020
4
N/A
Call 8 Southern CO
Q3 2020 Filed on Nov 12, 2020
3
N/A
Call 7 Oracle Corp
Q3 2020 Filed on Nov 12, 2020
9
N/A
Call 8 Truist Finl Corp
Q3 2020 Filed on Nov 12, 2020
6
N/A
Call 7 Medtronic PLC
Q3 2020 Filed on Nov 12, 2020
8
N/A
Call 7 Maxim Integrated
Q3 2020 Filed on Nov 12, 2020
9
N/A
Call 8 Amer Electric Pow
Q3 2020 Filed on Nov 12, 2020
3
N/A
Call 7 Jpmorgan Chase&Co
Q3 2020 Filed on Nov 12, 2020
8
N/A
Call 8 U S Bancorp Del
Q3 2020 Filed on Nov 12, 2020
9
N/A
Call 8 Union Pacific Cor
Q3 2020 Filed on Nov 12, 2020
3
N/A
Call 7 Intl Business Mac
Q3 2020 Filed on Nov 12, 2020
5
N/A
Call 7 Intel Corp
Q3 2020 Filed on Nov 12, 2020
19
N/A
Call 7 Hasbro Inc
Q3 2020 Filed on Nov 12, 2020
6
N/A
Call 7 Gilead Sciences I
Q3 2020 Filed on Nov 12, 2020
8
N/A
Call 8 Walt Disney
Q3 2020 Filed on Nov 12, 2020
7
N/A
Call 8 Raytheon Techs CO
Q3 2020 Filed on Nov 12, 2020
4
N/A
Call 8 Prologis Inc
Q3 2020 Filed on Nov 12, 2020
6
N/A
Call 8 Aflac Inc
Q3 2020 Filed on Nov 12, 2020
12
N/A
Call 8 Accenture PLC
Q3 2020 Filed on Nov 12, 2020
2
N/A
Call 7 Wal Mart Stores I
Q3 2020 Filed on Nov 12, 2020
5
N/A
Call 8 Csx Corp
Q3 2020 Filed on Nov 12, 2020
1
N/A
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