Golden State Wealth Management, LLC First Tr Exchange Traded Fd Ii Transaction History

Golden State Wealth Management, LLC

$667 Billion
Q4 2024

A detailed history of Golden State Wealth Management, LLC transactions in First Tr Exchange Traded Fd Ii stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 69,785 shares of FMB stock, worth $3.51 Million. This represents 0.53% of its overall portfolio holdings.

Number of Shares

69,785

Previous 5,828 1097.41%

Holding current value

$3.51 Million

Previous $309,000 1151917.15%

% of portfolio

0.53%

Previous 0.06%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	BUY	$50.62 - $52.07 $3.24 Million - $3.33 Million	63,957 Added 1097.41%	69,785 $3.56 Billion
Q1 2022 May 19, 2022	BUY	$52.95 - $56.95 $62,851 - $67,599	1,187 Added 25.58%	5,828 $309,000
Q1 2022 May 16, 2022	BUY	$52.95 - $56.95 $16,785 - $18,053	317 Added 7.33%	4,641 $261,000
Q3 2021 Nov 15, 2021	BUY	$56.78 - $57.81 $35,941 - $36,593	633 Added 17.15%	4,324 $246,000
Q2 2021 Aug 12, 2021	SELL	$56.49 - $57.55 $53,665 - $54,672	-950 Reduced 20.47%	3,691 $211,000
Q4 2020 Jan 28, 2021	SELL	$55.3 - $56.77 $41,198 - $42,293	-745 Reduced 13.83%	4,641 $263,000
Q3 2020 Nov 12, 2020	BUY	$55.03 - $56.3 $296,391 - $303,231	5,386 New	5,386 $299,000
Q2 2020 Aug 11, 2020	SELL	$52.19 - $55.04 $231,514 - $244,157	-4,436 Closed	0 $0
Q1 2020 Apr 17, 2020	BUY	$49.3 - $57.28 $218,694 - $254,094	4,436 New	4,436 $240,000

Others Institutions Holding FMB

# of Institutions

329

Shares Held

31.6M

Call Options Held

Put Options Held

View Full List

About FIRST TR EXCHANGE-TRADED FD II

Ticker FMB
Sector ETFs
Industry ETFs

More about FMB

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 Exchange Traded Fd Ii Transaction History