Golden State Wealth Management, LLC First Tr ETF Fd Iv First Tr Lo Transaction History

Golden State Wealth Management, LLC

$667 Billion
Q4 2024

A detailed history of Golden State Wealth Management, LLC transactions in First Tr ETF Fd Iv First Tr Lo stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 250 shares of LMBS stock, worth $12,300. This represents 0.0% of its overall portfolio holdings.

Number of Shares

250

Holding current value

$12,300

% of portfolio

0.0%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	SELL	$48.48 - $49.47 $417,703 - $426,233	-8,616 Reduced 97.18%	250 $12.2 Million
Q1 2022 May 16, 2022	BUY	$48.85 - $50.03 $92,961 - $95,207	1,903 Added 27.33%	8,866 $452,000
Q4 2021 Feb 14, 2022	SELL	$49.97 - $50.67 $79,902 - $81,021	-1,599 Reduced 18.68%	6,963 $348,000
Q3 2021 Nov 15, 2021	BUY	$50.52 - $50.94 $30,413 - $30,665	602 Added 7.56%	8,562 $433,000
Q2 2021 Aug 12, 2021	SELL	$50.83 - $51.19 $46,051 - $46,378	-906 Reduced 10.22%	7,960 $405,000
Q1 2021 May 14, 2021	SELL	$51.0 - $51.58 $951,048 - $961,863	-18,648 Reduced 67.78%	8,866 $452,000
Q4 2020 Jan 28, 2021	BUY	$51.39 - $51.73 $475,871 - $479,019	9,260 Added 50.73%	27,514 $1.42 Million
Q3 2020 Nov 12, 2020	SELL	$51.62 - $51.89 $349,725 - $351,554	-6,775 Reduced 27.07%	18,254 $943,000
Q2 2020 Aug 13, 2020	BUY	$51.33 - $51.83 $1.28 Million - $1.3 Million	25,029 New	25,029 $1.29 Million
Q2 2020 Aug 11, 2020	SELL	$51.33 - $51.83 $166,822 - $168,447	-3,250 Closed	0 $0
Q1 2020 Apr 17, 2020	BUY	$49.9 - $52.72 $162,175 - $171,340	3,250 New	3,250 $166,000

Others Institutions Holding LMBS

# of Institutions

448

Shares Held

78.4M

Call Options Held

Put Options Held

View Full List

About FIRST TR ETF FD IV FIRST TR LO

Ticker LMBS
Sector ETFs
Industry ETFs

More about LMBS

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 Fd Iv First Tr Lo Transaction History