Golden State Equity Partners Purchases in Q3 2024

Golden State Equity Partners

  • $182 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
USRT
Ishares Core U.S. Reit ETF

ETFs
253
New
$53.07 - $62.66 $13.4K - $15.9K
253 $15K
PAA
Plains All American Pipeline LP

Energy
900
New
$17.0 - $19.03 $15.3K - $17.1K
900 $15K
BMY
Bristol Myers Squibb CO

Healthcare
290
New
$39.66 - $51.75 $11.5K - $15K
290 $15K
CMS
Cms Energy Corp

Utilities
221
New
$58.7 - $70.62 $13K - $15.6K
221 $15K
NDAQ
Nasdaq, Inc.

Financial Services
211
New
$59.48 - $74.31 $12.6K - $15.7K
211 $15K
ONTO
Onto Innovation Inc.

Technology
73
New
$158.45 - $238.04 $11.6K - $17.4K
73 $15K
MOD
Modine Manufacturing CO

Consumer Cyclical
111
New
$94.6 - $133.72 $10.5K - $14.8K
111 $14K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
110
New
$117.9 - $128.2 $13K - $14.1K
110 $14K
DLB
Dolby Laboratories, Inc.

Industrials
191
New
$66.75 - $81.27 $12.7K - $15.5K
191 $14K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
118
New
$113.45 - $126.18 $13.4K - $14.9K
118 $14K
NVT
N Vent Electric PLC

Industrials
195
New
$60.72 - $81.19 $11.8K - $15.8K
195 $13K
VLUE
Ishares Msci Usa Value Factor

ETFs
124
New
$99.14 - $109.18 $12.3K - $13.5K
124 $13K
TPR
Tapestry, Inc.

Consumer Cyclical
284
New
$36.29 - $47.94 $10.3K - $13.6K
284 $13K
STX
Seagate Technology Holdings PLC

Technology
122
New
$92.1 - $110.76 $11.2K - $13.5K
122 $13K
XPO
Xpo Logistics, Inc.

Industrials
121
New
$101.15 - $125.11 $12.2K - $15.1K
121 $13K
PPG
Ppg Industries Inc

Basic Materials
104
New
$118.32 - $134.55 $12.3K - $14K
104 $13K
LRMR
Larimar Therapeutics, Inc.

Healthcare
2K
New
$6.3 - $10.68 $12.6K - $21.4K
2K $13K
F
Ford Motor CO

Consumer Cyclical
1.31K
New
$9.71 - $14.55 $12.7K - $19.1K
1.31K $13K
CM
Canadian Imperial Bank Of Commerce

Financial Services
200
New
$47.28 - $62.24 $9.46K - $12.4K
200 $12K
HSY
Hershey CO

Consumer Defensive
64
New
$182.45 - $203.25 $11.7K - $13K
64 $12K
ALC
Alcon Inc

Healthcare
127
New
$88.07 - $100.79 $11.2K - $12.8K
127 $12K
PRU
Prudential Financial Inc

Financial Services
96
New
$105.53 - $127.32 $10.1K - $12.2K
96 $11K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
305
New
$32.04 - $37.11 $9.77K - $11.3K
305 $11K
ADM
Archer Daniels Midland CO

Consumer Defensive
189
New
$57.96 - $65.72 $11K - $12.4K
189 $11K
SYK
Stryker Corp

Healthcare
33
New
$315.94 - $371.96 $10.4K - $12.3K
33 $11K
MNST
Monster Beverage Corp

Consumer Defensive
224
New
$45.01 - $52.47 $10.1K - $11.8K
224 $11K
CHD
Church & Dwight CO Inc

Consumer Defensive
100
New
$98.01 - $106.59 $9.8K - $10.7K
100 $10K
GLW
Corning Inc

Technology
231
New
$37.76 - $46.2 $8.72K - $10.7K
231 $10K
AOR
Ishares Tr Core Growth Allocat

ETFs
179
New
$55.15 - $59.31 $9.87K - $10.6K
179 $10K
ALRM
Alarm.Com Holdings, Inc.

Technology
200
New
$53.5 - $71.19 $10.7K - $14.2K
200 $10K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
188
+ 1.13%
$50.15 - $51.27 $9.43K - $9.64K
16.9K $865K
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
397
New
$26.42 - $26.67 $10.5K - $10.6K
397 $10K
ALL
Allstate Corp

Financial Services
51
New
$158.43 - $192.86 $8.08K - $9.84K
51 $9K
EOG
Eog Resources Inc

Energy
77
New
$117.9 - $132.65 $9.08K - $10.2K
77 $9K
MKTX
Marketaxess Holdings Inc

Financial Services
37
New
$193.39 - $261.08 $7.16K - $9.66K
37 $9K
VB
Vanguard Small Cap ETF

ETFs
40
New
$214.77 - $237.72 $8.59K - $9.51K
40 $9K
CSX
Csx Corp

Industrials
263
New
$32.48 - $35.45 $8.54K - $9.32K
263 $9K
AVY
Avery Dennison Corp

Industrials
44
New
$202.27 - $224.18 $8.9K - $9.86K
44 $9K
RIO
Rio Tinto PLC

Basic Materials
132
New
$59.71 - $71.21 $7.88K - $9.4K
132 $9K
VV
Vanguard Large Cap ETF

ETFs
37
New
$236.92 - $263.4 $8.77K - $9.75K
37 $9K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
700
New
$12.67 - $14.36 $8.87K - $10.1K
700 $9K
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
150
New
$53.01 - $82.74 $7.95K - $12.4K
150 $9K
D
Dominion Energy, Inc

Utilities
159
New
$48.01 - $58.53 $7.63K - $9.31K
159 $9K
BAH
Booz Allen Hamilton Holding Corp

Industrials
55
New
$138.82 - $162.76 $7.64K - $8.95K
55 $8K
CUBE
Cube Smart

Real Estate
161
New
$43.74 - $54.55 $7.04K - $8.78K
161 $8K
IQV
Iqvia Holdings Inc.

Healthcare
38
New
$206.81 - $251.55 $7.86K - $9.56K
38 $8K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
165
New
$51.02 - $52.74 $8.42K - $8.7K
165 $8K
GWW
W.W. Grainger, Inc.

Industrials
8
+ 2.03%
$896.19 - $1044.18 $7.17K - $8.35K
402 $417K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
192
New
$29.24 - $45.37 $5.61K - $8.71K
192 $8K
Activity Summary
Buys All Purchases 623 New Holdings 560 Increased Positions 63 Sells All Sells 194 Reductions 194 Sold out 0 Options Calls 0 Puts 0
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