Golden State Wealth Management, LLC Principal Exchange Traded Fund Transaction History
Golden State Wealth Management, LLC
- $673 Billion
- Q1 2025
A detailed history of Golden State Wealth Management, LLC transactions in Principal Exchange Traded Fund stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 30,154 shares of PSET stock, worth $2.13 Million. This represents 0.3% of its overall portfolio holdings.
Number of Shares
30,154
Previous 60,308
50.0%
Holding current value
$2.13 Million
Previous $3.98 Million
49911.66%
% of portfolio
0.3%
Previous 0.3%
Shares
3 transactions
Others Institutions Holding PSET
# of Institutions
18Shares Held
964KCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc300KShares$21.2 Million0.01% of portfolio
-
Principal Securities, Inc. Des Moines, IA278KShares$19.6 Million0.44% of portfolio
-
Cetera Investment Advisers Schaumburg, IL209KShares$14.8 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC61.6KShares$4.35 Million0.0% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ37.2KShares$2.63 Million0.01% of portfolio