Golden State Wealth Management, LLC First Tr Multi Cap Growth Alph Transaction History

Golden State Wealth Management, LLC

  • $673 Billion
  • Q1 2025

A detailed history of Golden State Wealth Management, LLC transactions in First Tr Multi Cap Growth Alph stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 5,176 shares of FAD stock, worth $669,567. This represents 0.1% of its overall portfolio holdings.

Number of Shares
5,176
Previous 10,352 50.0%
Holding current value
$669,567
Previous $1.34 Million 49908.44%
% of portfolio
0.1%
Previous 0.1%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 24, 2025
SELL
$125.55 - $147.66 $649,846 - $764,288
-5,176 Reduced 50.0%
5,176 $670 Million
Q1 2025

Apr 23, 2025
BUY
$125.55 - $147.66 $649,846 - $764,288
5,176 Added 100.0%
10,352 $1.34 Million
Q4 2024

Jan 28, 2025
SELL
$131.79 - $150.3 $401,432 - $457,813
-3,046 Reduced 37.05%
5,176 $715 Million
Q1 2022

May 19, 2022
SELL
$102.79 - $124.4 $75,036 - $90,812
-730 Reduced 8.15%
8,222 $923,000
Q1 2022

May 16, 2022
BUY
$102.79 - $124.4 $75,036 - $90,812
730 Added 8.88%
8,952 $969,000
Q4 2021

Feb 14, 2022
SELL
$116.7 - $131.39 $3,501 - $3,941
-30 Reduced 0.36%
8,222 $1.03 Million
Q3 2021

Nov 15, 2021
SELL
$114.06 - $125.49 $45,624 - $50,196
-400 Reduced 4.62%
8,252 $976,000
Q2 2021

Aug 12, 2021
SELL
$104.49 - $119.86 $31,347 - $35,958
-300 Reduced 3.35%
8,652 $1.03 Million
Q1 2021

May 14, 2021
SELL
$102.28 - $118.03 $3,068 - $3,540
-30 Reduced 0.33%
8,952 $969,000
Q3 2020

Nov 12, 2020
BUY
$78.05 - $89.92 $701,045 - $807,661
8,982 New
8,982 $773,000
Q2 2020

Aug 11, 2020
SELL
$56.44 - $78.52 $585,395 - $814,409
-10,372 Closed
0 $0
Q1 2020

Apr 17, 2020
BUY
$52.24 - $83.25 $541,833 - $863,469
10,372 New
10,372 $627,000

Others Institutions Holding FAD

# of Institutions
75
Shares Held
1M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR MULTI CAP GROWTH ALPH

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