Golden State Wealth Management, LLC First Tr Morningstar Dividend Transaction History

Golden State Wealth Management, LLC

$673 Billion
Q1 2025

A detailed history of Golden State Wealth Management, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 32,996 shares of FDL stock, worth $1.38 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares

32,996

Previous 65,965 49.98%

Holding current value

$1.38 Million

Previous $2.87 Million 49929.95%

% of portfolio

0.21%

Previous 0.22%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 24, 2025	SELL	$39.69 - $43.83 $1.31 Million - $1.45 Million	-32,969 Reduced 49.98%	32,996 $1.43 Billion
Q1 2025 Apr 23, 2025	BUY	$39.69 - $43.83 $1.9 Million - $2.09 Million	47,763 Added 262.41%	65,965 $2.87 Million
Q4 2024 Jan 28, 2025	BUY	$39.59 - $43.95 $720,617 - $799,977	18,202 New	18,202 $733 Million
Q4 2020 Jan 28, 2021	SELL	$25.5 - $30.51 $56,482 - $67,579	-2,215 Closed	0 $0
Q3 2020 Nov 12, 2020	BUY	$24.81 - $27.46 $54,954 - $60,823	2,215 New	2,215 $58,000
Q2 2020 Aug 11, 2020	SELL	$21.3 - $29.06 $406,297 - $554,319	-19,075 Closed	0 $0
Q1 2020 Apr 17, 2020	BUY	$19.15 - $32.68 $365,286 - $623,371	19,075 New	19,075 $426,000

Others Institutions Holding FDL

# of Institutions

470

Shares Held

78.7M

Call Options Held

Put Options Held

View Full List

About FIRST TR MORNINGSTAR DIVIDEND

Ticker FDL
Sector ETFs
Industry ETFs

More about FDL

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.

Account

Golden State Wealth Management, LLC First Tr Morningstar Dividend Transaction History