Golden State Wealth Management, LLC Ishares Tr Us Small Cap Value Transaction History
Golden State Wealth Management, LLC
- $673 Billion
- Q1 2025
A detailed history of Golden State Wealth Management, LLC transactions in Ishares Tr Us Small Cap Value stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 251 shares of SVAL stock, worth $7,145. This represents 0.0% of its overall portfolio holdings.
Number of Shares
251
Previous 502
50.0%
Holding current value
$7,145
Previous $15,000
50300.0%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding SVAL
# of Institutions
44Shares Held
3.78MCall Options Held
0Put Options Held
0-
Money Concepts Capital Corp2.19MShares$62.5 Million5.29% of portfolio
-
Bt Wealth Management LLC484KShares$13.8 Million3.63% of portfolio
-
Sanctuary Advisors, LLC Indianapolis, IN315KShares$8.96 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC106KShares$3.02 Million0.0% of portfolio
-
Truist Financial Corp97.9KShares$2.79 Million0.01% of portfolio