Golden State Wealth Management, LLC First Tr Exchange Trded Fd Vi Transaction History

Golden State Wealth Management, LLC

$673 Billion
Q1 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 23, 2025	BUY	$15.83 - $17.53 $20,768 - $22,999	1,312 New	1,312 $22,000

Others Institutions Holding FID

# of Institutions

66

Shares Held

4.11M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

807K
Shares

$14.6 Million
0.01% of portfolio
Wagner Wealth Management, LLC Greenville, SC

662K
Shares

$12 Million
3.68% of portfolio
Raymond James Financial Inc St. Petersburg, FL

274K
Shares

$4.95 Million
0.0% of portfolio
Envestnet Asset Management Inc

238K
Shares

$4.3 Million
0.0% of portfolio
Entruity Wealth, LLC Bakersfield, CA

220K
Shares

$3.97 Million
3.55% of portfolio

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