Golden State Wealth Management, LLC Victory Portf Ii Shs Us Lrg Ca Call Options Transaction History

Golden State Wealth Management, LLC

$673 Billion
Q1 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form
Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding CDL

# of Institutions

62

Shares Held

2.57M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

493K
Shares

$31.8 Million
0.0% of portfolio
Atlantic Family Wealth, LLC Coral Gables, FL

348K
Shares

$22.4 Million
26.92% of portfolio
Bank Of America Corp Charlotte, NC

287K
Shares

$18.5 Million
0.0% of portfolio
Northwestern Mutual Wealth Management CO

193K
Shares

$12.5 Million
0.01% of portfolio
High Tower Advisors, LLC Chicago, IL

152K
Shares

$9.76 Million
0.01% of portfolio

About VICTORY PORTF II SHS US LRG CA

Ticker CDL
Sector ETFs
Industry ETFs

Track This Portfolio

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.