Golden State Wealth Management, LLC Simplify Exchange Traded Fds H Transaction History
Golden State Wealth Management, LLC
- $673 Billion
- Q1 2025
A detailed history of Golden State Wealth Management, LLC transactions in Simplify Exchange Traded Fds H stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 5,158 shares of HEQT stock, worth $147,415. This represents 0.02% of its overall portfolio holdings.
Number of Shares
5,158
Previous 10,316
50.0%
Holding current value
$147,415
Previous $294,000
50037.76%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding HEQT
# of Institutions
55Shares Held
9.46MCall Options Held
0Put Options Held
0-
Alpine Bank Wealth Management Grand Junction, CO1.85MShares$52.9 Million8.5% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.09MShares$31.1 Million0.01% of portfolio
-
Keudell840KShares$24 Million5.78% of portfolio
-
Private Advisor Group, LLC697KShares$19.9 Million0.12% of portfolio
-
Wealth Plan Investment Management, LLC Omaha, NE600KShares$17.1 Million1.87% of portfolio