Golden State Wealth Management, LLC First Tr ETF Viii Tcw Opportun Transaction History

Golden State Wealth Management, LLC

$822 Billion
Q2 2025

A detailed history of Golden State Wealth Management, LLC transactions in First Tr ETF Viii Tcw Opportun stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 51,751 shares of FIXD stock, worth $2.31 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares

51,751

Previous 53,823 3.85%

Holding current value

$2.31 Million

Previous $2.36 Billion 3.74%

% of portfolio

0.28%

Previous 0.35%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 06, 2025	SELL	$42.72 - $44.24 $88,515 - $91,665	-2,072 Reduced 3.85%	51,751 $2.27 Billion
Q1 2025 Apr 24, 2025	SELL	$42.4 - $44.11 $1.27 Million - $1.32 Million	-29,894 Reduced 35.71%	53,823 $2.36 Billion
Q1 2025 Apr 23, 2025	BUY	$42.4 - $44.11 $794,194 - $826,224	18,731 Added 28.82%	83,717 $3.67 Million
Q4 2024 Jan 28, 2025	BUY	$42.84 - $45.38 $1.95 Million - $2.06 Million	45,411 Added 231.98%	64,986 $2.79 Billion
Q1 2022 May 19, 2022	BUY	$49.18 - $52.9 $962,698 - $1.04 Million	19,575 New	19,575 $971,000
Q1 2022 May 16, 2022	SELL	$49.18 - $52.9 $1.16 Million - $1.24 Million	-23,514 Closed	0 $0
Q4 2021 Feb 14, 2022	BUY	$52.94 - $53.71 $1.04 Million - $1.06 Million	19,706 Added 517.49%	23,514 $1.25 Million
Q3 2021 Nov 15, 2021	BUY	$53.5 - $54.31 $203,728 - $206,812	3,808 New	3,808 $204,000

Others Institutions Holding FIXD

# of Institutions

350

Shares Held

68.3M

Call Options Held

34.8K

Put Options Held

View Full List

About FIRST TR ETF VIII TCW OPPORTUN

Ticker FIXD
Sector ETFs
Industry ETFs

More about FIXD

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 ETF Viii Tcw Opportun Transaction History