Golden State Wealth Management, LLC Closed Holding Positions

Golden State Wealth Management, LLC

  • $673 Billion
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
Jpmorgan Betabuilders
Q2 2020 Filed on Aug 11, 2020
139
N/A
J
Jacobs Engineering Group Inc

Industrials
Q2 2020 Filed on Aug 11, 2020
57
$71.6 - $89.51 $4.08K - $5.1K
JAX
J. Alexander'S Holdings, Inc.

Consumer Cyclical
Q2 2020 Filed on Aug 11, 2020
147
N/A
URTH
Ishares Msci World ETF

ETFs
Q2 2020 Filed on Aug 11, 2020
13
$74.4 - $96.9 $967 - $1.26K
IWC
Russell Micro Cap ETF

ETFs
Q2 2020 Filed on Aug 11, 2020
59
$60.8 - $91.7 $3.59K - $5.41K
EWA
Ishares Msci Australia ETF

ETFs
Q2 2020 Filed on Aug 11, 2020
150
$14.83 - $20.66 $2.22K - $3.1K
EIS
Ishares Inc Mcsi Israel ETF

ETFs
Q2 2020 Filed on Aug 11, 2020
89
$42.82 - $54.53 $3.81K - $4.85K
EZA
Ishares Msci South Africa ETF

ETFs
Q2 2020 Filed on Aug 11, 2020
20
$26.46 - $38.85 $529 - $777
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
Q2 2020 Filed on Aug 11, 2020
194
$35.85 - $45.47 $6.95K - $8.82K
IYY
Ishares Tr

ETFs
Q2 2020 Filed on Aug 11, 2020
36
$60.32 - $80.25 $2.17K - $2.89K
IAI
Ishares Tr Us Broker Dealers &

ETFs
Q2 2020 Filed on Aug 11, 2020
44
$49.38 - $66.46 $2.17K - $2.92K
FSS
Federal Signal Corp

Industrials
Q1 2020 Filed on Apr 17, 2020
27,766
$23.94 - $34.83 $665K - $967K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
Q1 2020 Filed on Apr 17, 2020
18,962
$50.33 - $56.09 $954K - $1.06M
Jp Morgan Exchange Traded Fd
Q1 2020 Filed on Apr 17, 2020
1,090,648
N/A
Listed Fd Tr
Q1 2020 Filed on Apr 17, 2020
64,493
N/A
CXP
Columbia Property Trust, Inc.

Real Estate
Q1 2020 Filed on Apr 17, 2020
41,215
N/A
SCHV
Schwab Strategic Tr Us Large C

ETFs
Q1 2020 Filed on Apr 17, 2020
23,161
$38.4 - $61.03 $889K - $1.41M
MQT
Blackrock Muniyield Quality Fund Ii, Inc.

Financial Services
Q1 2020 Filed on Apr 17, 2020
24,758
$9.96 - $13.7 $247K - $339K
JPUS
Jpmorgan Diversified Return Us

ETFs
Q1 2020 Filed on Apr 17, 2020
676,474
$49.95 - $81.47 $33.8M - $55.1M
Blackrock Munihldgs Fd Ii In
Q1 2020 Filed on Apr 17, 2020
20,828
N/A
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.

Choose your preferred platform and Sign Up 👇 Telegram Email