Golden State Wealth Management, LLC Victory Portfolios Ii Shs Us 5 Transaction History

Golden State Wealth Management, LLC

  • $667 Billion
  • Q4 2024

A detailed history of Golden State Wealth Management, LLC transactions in Victory Portfolios Ii Shs Us 5 stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 11,698 shares of CFA stock, worth $1.03 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares
11,698
Previous 12,637 7.43%
Holding current value
$1.03 Million
Previous $936,000 106017.2%
% of portfolio
0.15%
Previous 0.18%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 28, 2025
SELL
$84.54 - $91.18 $79,383 - $85,618
-939 Reduced 7.43%
11,698 $993 Million
Q1 2022

May 19, 2022
BUY
$69.35 - $77.79 $876,375 - $983,032
12,637 New
12,637 $936,000
Q1 2022

May 16, 2022
SELL
$69.35 - $77.79 $1.05 Million - $1.18 Million
-15,115 Closed
0 $0
Q4 2021

Feb 14, 2022
BUY
$71.27 - $77.81 $1.08 Million - $1.18 Million
15,115 New
15,115 $1.17 Million
Q1 2021

May 14, 2021
SELL
$61.37 - $67.29 $3.52 Million - $3.86 Million
-57,339 Closed
0 $0
Q4 2020

Jan 28, 2021
SELL
$53.94 - $62.29 $345,755 - $399,278
-6,410 Reduced 10.06%
57,339 $3.57 Million
Q3 2020

Nov 12, 2020
SELL
$50.19 - $56.71 $3.05 Million - $3.45 Million
-60,829 Reduced 48.83%
63,749 $3.46 Million
Q2 2020

Aug 13, 2020
BUY
$40.26 - $54.33 $5.02 Million - $6.77 Million
124,578 New
124,578 $6.29 Million
Q2 2020

Aug 11, 2020
SELL
$40.26 - $54.33 $136,038 - $183,581
-3,379 Closed
0 $0
Q1 2020

Apr 17, 2020
BUY
$36.19 - $58.24 $122,286 - $196,792
3,379 New
3,379 $143,000

Others Institutions Holding CFA

# of Institutions
69
Shares Held
4.1M
Call Options Held
0
Put Options Held
0
View Full List

About VICTORY PORTFOLIOS II SHS US 5

CFA Quotes by TradingView
  • Ticker CFA
  • Sector ETFs
  • Industry ETFs
More about CFA
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