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

Golden State Wealth Management, LLC

$673 Billion
Q1 2025

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 53,860 shares of FMB stock, worth $2.68 Million. This represents 0.4% of its overall portfolio holdings.

Number of Shares

53,860

Previous 107,720 50.0%

Holding current value

$2.68 Million

Previous $5.43 Million 49904.38%

% of portfolio

0.4%

Previous 0.41%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 24, 2025	SELL	$50.17 - $51.45 $2.7 Million - $2.77 Million	-53,860 Reduced 50.0%	53,860 $2.72 Billion
Q1 2025 Apr 23, 2025	BUY	$50.17 - $51.45 $1.9 Million - $1.95 Million	37,935 Added 54.36%	107,720 $5.43 Million
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

332

Shares Held

31.5M

Call Options Held

Put Options Held

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About FIRST TR EXCHANGE-TRADED FD II

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